Ufcw Regional Pension Fund — Form 5500 plan (Ufcw Regional Pension Fund)
Plain-English plan 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, Ufcw Regional Pension Fund is a benefit plan reported by Ufcw Regional Pension Fund under EIN 16-6062287 and plan number 074. The latest loaded filing year is 2023. The filing reports 4,267 participants and $130,646,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Regional Pension Fund
- EIN
- 16-6062287
- Plan number
- 074
- Plan type
- 1
- Location
- Mount Laural, NJ
- Latest filing year
- 2023
- Participants
- 4,267
- End-of-year plan assets
- $130,646,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,267 | H, C | 20250714133010NAL0001552128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,646,485
- Total liabilities (EOY)
- $176,144
- Net assets (EOY)
- $130,470,341
- Net assets (BOY)
- $63,260,252
Income & contributions
- Employer contributions
- $3,001,584
- Total contributions
- $5,470,038
- Total income / additions
- $74,755,291
Expenses & distributions
- Benefits paid
- $6,537,314
- Administrative expenses
- $1,007,888
- Total expenses
- $7,545,202
- Net increase / (decrease)
- $67,210,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cheiron | NONE | $196,386 | not reported in the loaded dataset | 2023 |
| Tri-State Administrators | NONE | $156,873 | not reported in the loaded dataset | 2023 |
| Slevin & Hart P.C. | NONE | $78,768 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners LLC | NONE | $69,287 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $61,217 | not reported in the loaded dataset | 2023 |
| Wedge Capital | NONE | $49,621 | not reported in the loaded dataset | 2023 |
| Pnc | NONE | $46,178 | $0 | 2023 |
| Baratz & Associates, P.A. | NONE | $41,250 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $35,384 | not reported in the loaded dataset | 2023 |
| Johnston Asset Management | NONE | $25,103 | not reported in the loaded dataset | 2023 |
| Mark L Irvings Esq | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| J A Mariano Agency | NONE | $0 | $3,499 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Regional Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laural, NJ
- Cheiron — Schedule C compensation
- Tri-State Administrators — Schedule C compensation
- Slevin & Hart P.C. — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Wedge Capital — Schedule C compensation
- Pnc — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Johnston Asset Management — Schedule C compensation
- Mark L Irvings Esq — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- J A Mariano Agency — Schedule C compensation