2023 Form 5500 filing — United Food & Commercial Workers Intl Union - Industry Pension Fund
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 20250415185422NAL0003825393003) for United Food & Commercial Workers Intl Union - Industry Pension Fund, reported by Trustees Of Ufcw Int'L Union - Industry Pension Fund under EIN 51-6055922 and plan number 001. It reports 207,890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415185422NAL0003825393003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Int'L Union - Industry Pension Fund
- EIN
- 51-6055922
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 207,890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,965,094,339
- Total liabilities (EOY)
- $62,482,610
- Net assets (EOY)
- $7,902,611,729
- Employer contributions
- $35,266,567
- Total income / additions
- $478,987,085
- Benefits paid
- $455,453,014
- Administrative expenses
- $49,134,482
- Total expenses
- $504,587,496
- Net increase / (decrease)
- -$25,600,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | ADMINISTRATOR | $8,304,093 | not reported in the loaded dataset |
| Loomis Sayles And Co. | NONE | $2,387,978 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $2,268,238 | $0 |
| Baron Capital Management | NONE | $1,370,944 | not reported in the loaded dataset |
| Walter Scott & Partners Ltd | NONE | $1,307,785 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $926,954 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren | NONE | $894,342 | not reported in the loaded dataset |
| Willliam Blair | NONE | $839,628 | $0 |
| The Segal Company, Inc | NONE | $826,259 | not reported in the loaded dataset |
| State Street Bank And Trust | NONE | $736,727 | $0 |
| Lsv Asset Management | NONE | $672,906 | not reported in the loaded dataset |
| Slevin & Hart | NONE | $602,051 | not reported in the loaded dataset |
| Lord, Abbett & Co. | NONE | $575,011 | $0 |
| Calibre Cpa Group Pllc | AUDITORS OF EMPLOYEE ORG. | $520,506 | not reported in the loaded dataset |
| Stepstone | NONE | $470,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $466,986 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $455,011 | not reported in the loaded dataset |
| Gcm Grosvenor | NONE | $440,000 | not reported in the loaded dataset |
| The Rock Creek | NONE | $422,628 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $402,034 | not reported in the loaded dataset |
| Sommers And Fahrenbach, Inc | NONE | $351,449 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $317,552 | $0 |
| Prudential Insurance Company | NONE | $243,215 | $0 |
| Kelly Press, Inc | NONE | $150,187 | not reported in the loaded dataset |
| Medical Insurance Consulting Group, | NONE | $115,401 | not reported in the loaded dataset |
| Forefront Analtyics | NONE | $100,000 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $93,778 |
| Parametric | NONE | $72,062 | not reported in the loaded dataset |
| Adelman & Gettleman, Ltd | NONE | $64,000 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $52,410 | $0 |
| Jacobs, Burns, Orlove & Hernandez | NONE | $31,445 | not reported in the loaded dataset |
| Kpmg | NONE | $21,050 | not reported in the loaded dataset |
| Life Status 360 | NONE | $20,671 | not reported in the loaded dataset |
| Kenneth R. Boyd | TRUSTEE | $12,480 | not reported in the loaded dataset |
| R & B Fine Printing Co. | NONE | $10,965 | not reported in the loaded dataset |
| John Wagner | TRUSTEE | $10,964 | not reported in the loaded dataset |
| Frsecure | NONE | $10,100 | not reported in the loaded dataset |
| Timothy Melia | TRUSTEE | $8,012 | not reported in the loaded dataset |
| Ronald Petronella | TRUSTEE | $5,433 | not reported in the loaded dataset |