2023 Form 5500 filing — Ufcw International Union-Industry Variable Annuity 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 20250414213439NAL0002371041002) for Ufcw International Union-Industry Variable Annuity Pension Plan, reported by Trustees Of The Ufcw International Union - Industry Variable Annuity P under EIN 85-3177950 and plan number 001. It reports 53,291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414213439NAL0002371041002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Ufcw International Union - Industry Variable Annuity P
- EIN
- 85-3177950
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 53,291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,038,887
- Total liabilities (EOY)
- $494,228
- Net assets (EOY)
- $227,544,659
- Employer contributions
- $47,787,665
- Total income / additions
- $63,009,012
- Benefits paid
- $2,533,801
- Administrative expenses
- $6,373,107
- Total expenses
- $8,906,908
- Net increase / (decrease)
- $54,102,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $1,996,343 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $684,777 | not reported in the loaded dataset |
| The Segal Company | NONE | $519,936 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, S.C. | NONE | $228,708 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $217,372 | not reported in the loaded dataset |
| Loomis Sayles & Co | NONE | $170,542 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $106,778 |
| Income Research & Management | NONE | $72,138 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | NONE | $0 | $65,019 |
| Sommers & Fahrenbach, Inc. | NONE | $50,791 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $50,592 | not reported in the loaded dataset |
| State Street Bank And Trust Co. | NONE | $50,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset |
| Ira F. Jaffe, Esq. | NONE | $24,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $14,940 | not reported in the loaded dataset |