Ufcw Local One Pension Fund — Form 5500 plan (Brd Of Ttees Ufcw Local One 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 Local One Pension Fund is a benefit plan reported by Brd Of Ttees Ufcw Local One Pension Fund under EIN 16-6144007 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,879 participants and $987,863,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Ttees Ufcw Local One Pension Fund
- EIN
- 16-6144007
- Plan number
- 001
- Plan type
- 1
- Location
- Oriskany, NY
- Latest filing year
- 2023
- Participants
- 18,879
- End-of-year plan assets
- $987,863,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,879 | H, C | 20250121101041NAL0003379201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $987,863,649
- Total liabilities (EOY)
- $1,072,523
- Net assets (EOY)
- $986,791,126
- Net assets (BOY)
- $184,497,151
Income & contributions
- Employer contributions
- $2,430,232
- Total contributions
- $2,430,232
- Total income / additions
- $854,226,408
Expenses & distributions
- Benefits paid
- $48,795,111
- Administrative expenses
- $3,137,322
- Total expenses
- $51,932,433
- Net increase / (decrease)
- $802,293,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loomis Sayles | NONE | $329,896 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, Pc | ATTORNEY | $298,553 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $207,590 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | INVESTMENT CONSULTANT | $125,000 | not reported in the loaded dataset | 2023 |
| Fred Alger Management | NONE | $124,817 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management/Hudson Edge | INVESTMENT MANAGER | $123,856 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | INVESTMENT CUSTODIAN | $95,672 | not reported in the loaded dataset | 2023 |
| Zachary Gehan | EMPLOYEE | $77,825 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $71,780 | not reported in the loaded dataset | 2023 |
| Victory Capital Management, Inc. | INVESTMENT MANAGER | $63,826 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | RECORDKEEPING AND INFO | $46,084 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $44,938 | not reported in the loaded dataset | 2023 |
| Lauren Testa | EMPLOYEE | $44,690 | not reported in the loaded dataset | 2023 |
| Kristin Owen | EMPLOYEE | $35,935 | not reported in the loaded dataset | 2023 |
| Weaver & Tidwell, Llp | UNION ACCOUNTANT | $31,394 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $26,431 | not reported in the loaded dataset | 2023 |
| Emilia D'Ambro | EMPLOYEE | $26,141 | not reported in the loaded dataset | 2023 |
| Charlene Broccoli | EMPLOYEE | $25,694 | not reported in the loaded dataset | 2023 |
| Brian Freeman | EMPLOYEE | $23,048 | not reported in the loaded dataset | 2023 |
| Michael Ciancaglini | EMPLOYEE | $22,636 | not reported in the loaded dataset | 2023 |
| Kelley Mclaughlin | EMPLOYEE | $17,904 | not reported in the loaded dataset | 2023 |
| Jean Pawelek | EMPLOYEE | $15,441 | not reported in the loaded dataset | 2023 |
| Peter Decarlo Cpa Pllc | UNION ACCOUNTANT | $15,000 | not reported in the loaded dataset | 2023 |
| Michael Bull | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Bondartech | IT CONSULTANT | $11,030 | not reported in the loaded dataset | 2023 |
| Regina Heiland | EMPLOYEE | $9,648 | not reported in the loaded dataset | 2023 |
| Newton Investment Management | INVESTMENT MANAGER | $5,203 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brd Of Ttees Ufcw Local One Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Oriskany, NY
- Loomis Sayles — Schedule C compensation
- Slevin & Hart, Pc — Schedule C compensation
- Cheiron — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Fred Alger Management — Schedule C compensation
- Hgk Asset Management/Hudson Edge — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Zachary Gehan — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Victory Capital Management, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Lauren Testa — Schedule C compensation
- Kristin Owen — Schedule C compensation
- Weaver & Tidwell, Llp — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Emilia D'Ambro — Schedule C compensation
- Charlene Broccoli — Schedule C compensation
- Brian Freeman — Schedule C compensation
- Michael Ciancaglini — Schedule C compensation
- Kelley Mclaughlin — Schedule C compensation
- Jean Pawelek — Schedule C compensation
- Peter Decarlo Cpa Pllc — Schedule C compensation
- Michael Bull — Schedule C compensation
- Bondartech — Schedule C compensation
- Regina Heiland — Schedule C compensation
- Newton Investment Management — Schedule C compensation