2023 Form 5500 filing — Ufcw Int'L Union-Albertsons Variable Annuity 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 20250417120711NAL0001921890002) for Ufcw Int'L Union-Albertsons Variable Annuity Pension Fund, reported by Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity Pension under EIN 85-3326342 and plan number 001. It reports 6,130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250417120711NAL0001921890002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity Pension
- EIN
- 85-3326342
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 6,130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,603,796
- Total liabilities (EOY)
- $178,850
- Net assets (EOY)
- $47,424,946
- Employer contributions
- $10,392,570
- Total income / additions
- $14,159,712
- Benefits paid
- $339,172
- Administrative expenses
- $1,195,934
- Total expenses
- $1,535,106
- Net increase / (decrease)
- $12,624,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $292,935 | not reported in the loaded dataset |
| Zenith American Solutions | ADMINISTRATOR | $223,349 | not reported in the loaded dataset |
| The Segal Company | NONE | $110,264 | not reported in the loaded dataset |
| Schulte Roth & Zabel Llp | NONE | $60,824 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $57,027 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $50,000 | $0 |
| Calibre Cpa Group | AUDITORS OF EMPLOYEE ORG | $48,000 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $34,233 | not reported in the loaded dataset |
| Segal Advisors Inc. | NONE | $30,000 | not reported in the loaded dataset |
| Sommers And Fahrenbach | NONE | $11,750 | not reported in the loaded dataset |
| Frsecure LLC | NONE | $5,350 | not reported in the loaded dataset |