Ufcw Local 1500 Pension Plan — Form 5500 plan (Board Of Trustees U.F.C.W. Local 1500 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 1500 Pension Plan is a benefit plan reported by Board Of Trustees U.F.C.W. Local 1500 Pension Fund under EIN 23-7176372 and plan number 001. The latest loaded filing year is 2023. The filing reports 31,577 participants and $880,160,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees U.F.C.W. Local 1500 Pension Fund
- EIN
- 23-7176372
- Plan number
- 001
- Plan type
- 1
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 31,577
- End-of-year plan assets
- $880,160,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31,577 | H, C | 20241014092800NAL0014700227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $880,160,671
- Total liabilities (EOY)
- $1,035,792
- Net assets (EOY)
- $879,124,879
- Net assets (BOY)
- $816,488,658
Income & contributions
- Employer contributions
- $13,775,567
- Total contributions
- $13,775,567
- Total income / additions
- $102,191,280
Expenses & distributions
- Benefits paid
- $34,656,737
- Administrative expenses
- $4,898,322
- Total expenses
- $39,555,059
- Net increase / (decrease)
- $62,636,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Management Company | NONE | $2,136,434 | $0 | 2023 |
| Ufcw Local 1500 | AFFILIATED LABOR UNION | $730,802 | not reported in the loaded dataset | 2023 |
| Aria Employee Benefit Services Inc | NONE | $348,300 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $124,440 | not reported in the loaded dataset | 2023 |
| Associated Administrators LLC | NONE | $93,003 | not reported in the loaded dataset | 2023 |
| Ufcw Local 1500 Building, Inc | AFFILIATED TITLE HOLDING | $86,300 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $51,048 | not reported in the loaded dataset | 2023 |
| Berdon Llp | NONE | $41,800 | not reported in the loaded dataset | 2023 |
| Paragon Consulting Services Inc | NONE | $38,298 | not reported in the loaded dataset | 2023 |
| Paper & Ink Graphics LLC | NONE | $21,835 | not reported in the loaded dataset | 2023 |
| Modern Admin | NONE | $9,815 | not reported in the loaded dataset | 2023 |
| Ajv LLC | NONE | $9,301 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees U.F.C.W. Local 1500 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- Sei Investment Management Company — Schedule C compensation
- Ufcw Local 1500 — Schedule C compensation
- Aria Employee Benefit Services Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Associated Administrators LLC — Schedule C compensation
- Ufcw Local 1500 Building, Inc — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- Berdon Llp — Schedule C compensation
- Paragon Consulting Services Inc — Schedule C compensation
- Paper & Ink Graphics LLC — Schedule C compensation
- Modern Admin — Schedule C compensation
- Ajv LLC — Schedule C compensation