Ufcw Union Local No. 655, Food Employer'S Joint Pe — Form 5500 plan (Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan)
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 Union Local No. 655, Food Employer'S Joint Pe is a benefit plan reported by Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan under EIN 43-6058365 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,939 participants and $765,296,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan
- EIN
- 43-6058365
- Plan number
- 001
- Plan type
- 1
- Location
- Ballwin, MO
- Latest filing year
- 2023
- Participants
- 19,939
- End-of-year plan assets
- $765,296,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,939 | H, C | 20241015161843NAL0015065939003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $765,296,050
- Total liabilities (EOY)
- $362,000
- Net assets (EOY)
- $764,934,050
- Net assets (BOY)
- $747,490,085
Income & contributions
- Employer contributions
- $9,250,795
- Total contributions
- $9,250,795
- Total income / additions
- $75,702,807
Expenses & distributions
- Benefits paid
- $54,835,274
- Administrative expenses
- $3,423,568
- Total expenses
- $58,258,842
- Net increase / (decrease)
- $17,443,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Capital Management LLC | NONE | $248,729 | not reported in the loaded dataset | 2023 |
| Marco Consulting Group | NONE | $211,121 | not reported in the loaded dataset | 2023 |
| Intech Investment Management LLC | NONE | $201,624 | $9,439 | 2023 |
| The Segal Company | NONE | $193,158 | not reported in the loaded dataset | 2023 |
| Smith Graham & Co | NONE | $151,911 | $11,986 | 2023 |
| Susan Perney | EMPLOYEE | $145,680 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $136,664 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Company | NONE | $136,658 | $0 | 2023 |
| Sierra Investment Partners | NONE | $123,832 | not reported in the loaded dataset | 2023 |
| Segall Bryant Hamill | NONE | $111,932 | not reported in the loaded dataset | 2023 |
| Reinhart Law Office | NONE | $104,592 | not reported in the loaded dataset | 2023 |
| Ufcw Local 655 | LOCAL | $62,522 | not reported in the loaded dataset | 2023 |
| Tonia Wolff | EMPLOYEE | $60,643 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $51,492 | $6,717 | 2023 |
| Kaitlyn M Mccrary | EMPLOYEE | $46,875 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $45,777 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners Pc | NONE | $34,244 | not reported in the loaded dataset | 2023 |
| Mci Printing Inc | NONE | $30,582 | not reported in the loaded dataset | 2023 |
| Westerheide & Company | NONE | $22,524 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $18,126 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Ballwin, MO
- Asb Capital Management LLC — Schedule C compensation
- Marco Consulting Group — Schedule C compensation
- Intech Investment Management LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Smith Graham & Co — Schedule C compensation
- Susan Perney — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Boston Trust Walden Company — Schedule C compensation
- Sierra Investment Partners — Schedule C compensation
- Segall Bryant Hamill — Schedule C compensation
- Reinhart Law Office — Schedule C compensation
- Ufcw Local 655 — Schedule C compensation
- Tonia Wolff — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Kaitlyn M Mccrary — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Hammond & Shinners Pc — Schedule C compensation
- Mci Printing Inc — Schedule C compensation
- Westerheide & Company — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation