United Food & Commercial Workers Union - Employer Pension Fund — Form 5500 plan (United Food & Commercial Workers Union - 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, United Food & Commercial Workers Union - Employer Pension Fund is a benefit plan reported by United Food & Commercial Workers Union - Employer Pension Fund under EIN 34-6665155 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,904 participants and $324,731,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food & Commercial Workers Union - Employer Pension Fund
- EIN
- 34-6665155
- Plan number
- 001
- Plan type
- 1
- Location
- Broadview Heights, OH
- Latest filing year
- 2023
- Participants
- 15,904
- End-of-year plan assets
- $324,731,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,904 | H, C | 20250710093008NAL0008975696002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $324,731,115
- Total liabilities (EOY)
- $196,345
- Net assets (EOY)
- $324,534,770
- Net assets (BOY)
- $272,524,420
Income & contributions
- Employer contributions
- $16,242,735
- Total contributions
- $16,242,735
- Total income / additions
- $82,169,759
Expenses & distributions
- Benefits paid
- $27,926,040
- Administrative expenses
- $2,233,369
- Total expenses
- $30,159,409
- Net increase / (decrease)
- $52,010,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | not reported in the loaded dataset | $1,026,084 | $17,988 | 2023 |
| Ufcw Pension Admin Fund | not reported in the loaded dataset | $359,475 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $92,987 | not reported in the loaded dataset | 2023 |
| Cunningham & Associates | not reported in the loaded dataset | $50,000 | not reported in the loaded dataset | 2023 |
| Usi Insurance | not reported in the loaded dataset | $48,863 | not reported in the loaded dataset | 2023 |
| Wainblat Law LLC | not reported in the loaded dataset | $41,657 | not reported in the loaded dataset | 2023 |
| Bank Of America | not reported in the loaded dataset | $29,962 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Pocaro Llp | not reported in the loaded dataset | $16,939 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food & Commercial Workers Union - Employer Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Broadview Heights, OH
- Merrill Lynch — Schedule C compensation
- Ufcw Pension Admin Fund — Schedule C compensation
- The Segal Company — Schedule C compensation
- Cunningham & Associates — Schedule C compensation
- Usi Insurance — Schedule C compensation
- Wainblat Law LLC — Schedule C compensation
- Bank Of America — Schedule C compensation
- Fusco Gallagher Pocaro Llp — Schedule C compensation