2023 Form 5500 filing — United Food & Commercial Workers Union - Employer 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 20250710093008NAL0008975696002) for United Food & Commercial Workers Union - Employer Pension Fund, reported by United Food & Commercial Workers Union - Employer Pension Fund under EIN 34-6665155 and plan number 001. It reports 15,904 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710093008NAL0008975696002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Food & Commercial Workers Union - Employer Pension Fund
- EIN
- 34-6665155
- Plan number
- 001
- Location
- Broadview Heights, OH
- Participants
- 15,904
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $324,731,115
- Total liabilities (EOY)
- $196,345
- Net assets (EOY)
- $324,534,770
- Employer contributions
- $16,242,735
- Total income / additions
- $82,169,759
- Benefits paid
- $27,926,040
- Administrative expenses
- $2,233,369
- Total expenses
- $30,159,409
- Net increase / (decrease)
- $52,010,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | not reported in the loaded dataset | $1,026,084 | $17,988 |
| Ufcw Pension Admin Fund | not reported in the loaded dataset | $359,475 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $92,987 | not reported in the loaded dataset |
| Cunningham & Associates | not reported in the loaded dataset | $50,000 | not reported in the loaded dataset |
| Usi Insurance | not reported in the loaded dataset | $48,863 | not reported in the loaded dataset |
| Wainblat Law LLC | not reported in the loaded dataset | $41,657 | not reported in the loaded dataset |
| Bank Of America | not reported in the loaded dataset | $29,962 | not reported in the loaded dataset |
| Fusco Gallagher Pocaro Llp | not reported in the loaded dataset | $16,939 | not reported in the loaded dataset |