2023 Form 5500 filing — Ufcw No. Califiornia Employers Joint Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241104194912NAL0010687424001) for Ufcw No. Califiornia Employers Joint Pension Plan, reported by Board Of Trustees, Ufcw No. California Employers Joint Pension Plan under EIN 94-6313554 and plan number 001. It reports 136,709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241104194912NAL0010687424001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ufcw No. California Employers Joint Pension Plan
- EIN
- 94-6313554
- Plan number
- 001
- Location
- Concord, CA
- Participants
- 136,709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,948,345,439
- Total liabilities (EOY)
- $15,386,998
- Net assets (EOY)
- $2,932,958,441
- Employer contributions
- $211,479,063
- Total income / additions
- $473,545,488
- Benefits paid
- $438,994,890
- Administrative expenses
- $46,031,868
- Total expenses
- $485,026,758
- Net increase / (decrease)
- -$11,481,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Group Administation LLC | SALARIED ADMINISTRATOR | $6,747,555 | not reported in the loaded dataset |
| Alcentra | NONE | $0 | $2,656,455 |
| Crescent Credit Solutions Viii-A-2 | NONE | $0 | $1,995,973 |
| Horizon Actuarial Services | NONE | $940,480 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $910,594 | not reported in the loaded dataset |
| Northern Trust | NONE | $904,267 | $0 |
| Pinnacle Associates Gp | NONE | $0 | $837,537 |
| New England Pension Consultants LLC | NONE | $702,660 | not reported in the loaded dataset |
| Pinnacle Asset Management | NONE | $0 | $692,263 |
| Crescent European Specialty Lending | NONE | $0 | $621,759 |
| Segal Company | NONE | $594,710 | not reported in the loaded dataset |
| Lazard Emerging Market | NONE | $369,482 | $0 |
| Jp Morgan Investment Management Inc | NONE | $368,445 | not reported in the loaded dataset |
| Kaeftx Vii, LLC | NONE | $0 | $349,015 |
| Seyfarth & Shaw | NONE | $343,134 | not reported in the loaded dataset |
| American Realty - Galaxy I & Ii | NONE | $324,913 | not reported in the loaded dataset |
| Wells Capital (All Springs) | NONE | $264,222 | $36,407 |
| Lsv Asset Management | NONE | $298,834 | not reported in the loaded dataset |
| Nis Dynamic | NONE | $290,518 | not reported in the loaded dataset |
| Segal, Bryant & Hamill, LLC | NONE | $255,899 | $32,749 |
| Blackrock | NONE | $287,495 | $0 |
| Mccracken, Stemmerman & Hollsberry | NONE | $245,191 | not reported in the loaded dataset |
| Crescent Messanine Vii | NONE | $0 | $226,547 |
| Ufcw Local #5 | SPONSOR | $183,307 | not reported in the loaded dataset |
| Kayne Anderson Real Estate Advisors | NONE | $0 | $166,932 |
| Kaeftx Viii, LLC | NONE | $0 | $152,041 |
| Ufcw Local #8 | SPONSOR | $128,720 | not reported in the loaded dataset |
| Parametric | NONE | $109,622 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $0 | $87,810 |
| Crescent Messanine Vi | NONE | $0 | $41,275 |
| Ufcw Local #648 | SPONSOR | $31,390 | not reported in the loaded dataset |
| Warburg Pincus, LLC | NONE | $0 | $14,548 |
| John Frahm | TRUSTEE | $10,076 | not reported in the loaded dataset |
| Penny Schumacher | TRUSTEE | $9,274 | not reported in the loaded dataset |
| Kelly Presley | TRUSTEE | $7,596 | not reported in the loaded dataset |
| Oscar Orozco | TRUSTEE | $6,338 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $5,931 | $0 |
| Tara Locaso | TRUSTEE | $5,779 | not reported in the loaded dataset |
| Kaeftx Vi, LLC | NONE | $0 | $5,697 |
| Joseph Ambrosi | TRUSTEE | $5,578 | not reported in the loaded dataset |
| Brent Bohn | TRUSTEE | $5,565 | not reported in the loaded dataset |
| Kevin Sears | TRUSTEE | $5,053 | not reported in the loaded dataset |
| Ufcw Local #480 | SPONSOR | $5,040 | not reported in the loaded dataset |