2023 Form 5500 filing — Ufcw Regional 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 20250714133010NAL0001552128001) for Ufcw Regional Pension Fund, reported by Ufcw Regional Pension Fund under EIN 16-6062287 and plan number 074. It reports 4,267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714133010NAL0001552128001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Regional Pension Fund
- EIN
- 16-6062287
- Plan number
- 074
- Location
- Mount Laural, NJ
- Participants
- 4,267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,646,485
- Total liabilities (EOY)
- $176,144
- Net assets (EOY)
- $130,470,341
- Employer contributions
- $3,001,584
- Total income / additions
- $74,755,291
- Benefits paid
- $6,537,314
- Administrative expenses
- $1,007,888
- Total expenses
- $7,545,202
- Net increase / (decrease)
- $67,210,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron | NONE | $196,386 | not reported in the loaded dataset |
| Tri-State Administrators | NONE | $156,873 | not reported in the loaded dataset |
| Slevin & Hart P.C. | NONE | $78,768 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $69,287 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $61,217 | not reported in the loaded dataset |
| Wedge Capital | NONE | $49,621 | not reported in the loaded dataset |
| Pnc | NONE | $46,178 | $0 |
| Baratz & Associates, P.A. | NONE | $41,250 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $35,384 | not reported in the loaded dataset |
| Johnston Asset Management | NONE | $25,103 | not reported in the loaded dataset |
| Mark L Irvings Esq | NONE | $20,000 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $18,500 | not reported in the loaded dataset |
| J A Mariano Agency | NONE | $0 | $3,499 |