Ufcw Local 1776 & Participating Employers Pension Fund — Form 5500 plan (Ufcw Local 1776 & Participating Employer 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 1776 & Participating Employers Pension Fund is a benefit plan reported by Ufcw Local 1776 & Participating Employer Pension Fund under EIN 23-6461717 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,253 participants and $72,130,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Local 1776 & Participating Employer Pension Fund
- EIN
- 23-6461717
- Plan number
- 001
- Plan type
- 1
- Location
- Plymouth Meeting, PA
- Latest filing year
- 2023
- Participants
- 5,253
- End-of-year plan assets
- $72,130,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,253 | H, C | 20241014074650NAL0051454722003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,130,479
- Total liabilities (EOY)
- $64,996
- Net assets (EOY)
- $72,065,483
- Net assets (BOY)
- $68,133,553
Income & contributions
- Employer contributions
- $1,904,026
- Total contributions
- $1,904,026
- Total income / additions
- $8,154,973
Expenses & distributions
- Benefits paid
- $3,429,637
- Administrative expenses
- $793,406
- Total expenses
- $4,223,043
- Net increase / (decrease)
- $3,931,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | NONE | $134,120 | not reported in the loaded dataset | 2023 |
| Healthcare Strategies | NONE | $110,783 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $91,499 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $82,648 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $69,040 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $34,290 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | NONE | $31,589 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $27,372 | not reported in the loaded dataset | 2023 |
| Willig Williams & Davidson | NONE | $19,720 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company | NONE | $17,250 | not reported in the loaded dataset | 2023 |
| Sentinel Real Estate Fund, Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Local 1776 & Participating Employer Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Plymouth Meeting, PA
- Wells Fargo Advisors — Schedule C compensation
- Healthcare Strategies — Schedule C compensation
- Us Bank — Schedule C compensation
- Cbiz — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation
- Alan Ross & Company — Schedule C compensation
- Sentinel Real Estate Fund, Lp — Schedule C compensation