2023 Form 5500 filing — United Food And Commercial Workers Unions & Employers Midwest 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 20250912113055NAL0000757091001) for United Food And Commercial Workers Unions & Employers Midwest Pension Fund, reported by Trustees Of Ufcw Unions & Employers Midwest Pension Fund under EIN 36-6508328 and plan number 001. It reports 34,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912113055NAL0000757091001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Unions & Employers Midwest Pension Fund
- EIN
- 36-6508328
- Plan number
- 001
- Location
- Downers Grove, IL
- Participants
- 34,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,943,983,944
- Total liabilities (EOY)
- $1,961,443
- Net assets (EOY)
- $1,942,022,501
- Employer contributions
- $4,453,130
- Total income / additions
- $1,358,277,638
- Benefits paid
- $119,809,581
- Administrative expenses
- $6,962,796
- Total expenses
- $126,772,377
- Net increase / (decrease)
- $1,231,505,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $787,000 | not reported in the loaded dataset |
| Bnym Invst Advisor (Walter Scott) | NONE | $488,536 | not reported in the loaded dataset |
| Segal Consulting | NONE | $373,849 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $331,263 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, Sc | NONE | $309,805 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $238,503 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $217,570 | not reported in the loaded dataset |
| Mesirow Financial Investment Mgmt | NONE | $214,985 | $0 |
| Jpmorgan Investment Management Inc | NONE | $211,359 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $175,000 | not reported in the loaded dataset |
| National Investment Services Inc. | NONE | $131,826 | not reported in the loaded dataset |
| Comerica Bank | NONE | $122,709 | $0 |
| Robert W. Baird & Co., Inc. | NONE | $120,280 | not reported in the loaded dataset |
| Prudential Insurance Co. Of America | NONE | $92,433 | $0 |
| State Street Global Advisors Trust | NONE | $65,630 | $0 |
| Parametric Portfolio Associates,LLC | NONE | $41,269 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $32,157 | $0 |
| The Karmel Law Firm | NONE | $31,700 | not reported in the loaded dataset |
| Adelman & Gettleman, Ltd | NONE | $15,851 | not reported in the loaded dataset |
| Arthur J. Gallagher Risk Mgt Servic | NONE | $0 | $15,562 |
| Sommers & Fahrenbach, Inc | NONE | $13,561 | not reported in the loaded dataset |
| Datamation Imaging Services, Corp | NONE | $5,805 | not reported in the loaded dataset |