2023 Form 5500 filing — United Food And Commercial Workers Unions And Employers 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 20250815132008NAL0010445873001) for United Food And Commercial Workers Unions And Employers Pension Plan, reported by United Food And Commercial Workers Employers Pension Plan under EIN 39-6069053 and plan number 001. It reports 15,227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815132008NAL0010445873001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Food And Commercial Workers Employers Pension Plan
- EIN
- 39-6069053
- Plan number
- 001
- Location
- Greendale, WI
- Participants
- 15,227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $474,665,346
- Total liabilities (EOY)
- $467,032
- Net assets (EOY)
- $474,198,314
- Employer contributions
- $3,041,941
- Total income / additions
- $65,545,752
- Benefits paid
- $36,747,556
- Administrative expenses
- $4,201,537
- Total expenses
- $40,949,093
- Net increase / (decrease)
- $24,596,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $548,278 | not reported in the loaded dataset |
| Sentinel Real Estate Fund Lp | NONE | $0 | $451,585 |
| Pinnacle Asset Mgmt, Lp | NONE | $0 | $368,862 |
| U.S. Real Estate Investment Fund | NONE | $286,018 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $184,053 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $160,108 | not reported in the loaded dataset |
| Boston Partners Asset Mgmt | NONE | $149,133 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $130,895 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $127,000 | not reported in the loaded dataset |
| National Investment Services Of Ame | NONE | $94,882 | not reported in the loaded dataset |
| American Strategic Value Realty Fd | NONE | $94,117 | not reported in the loaded dataset |
| Fiduciary Mgmt Assoc | NONE | $92,203 | $0 |
| Northern Trust Investor Services | NONE | $91,211 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $88,977 | $0 |
| Crescent Capital Investment Trust | NONE | $75,795 | not reported in the loaded dataset |
| Ares Management | NONE | $0 | $73,505 |
| Pinnacle Associates Gp, LLC | NONE | $0 | $67,980 |
| Sikich Llp | NONE | $66,555 | not reported in the loaded dataset |
| Wellington Trust | NONE | $61,470 | not reported in the loaded dataset |
| Jacob, Burns, Orlove & Hernandez Ll | NONE | $59,656 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $58,340 | not reported in the loaded dataset |
| Sterling Properties Fund I, Lp | NONE | $33,463 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE | $32,067 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $12,612 | $0 |