United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund — Form 5500 plan (United Food & Commercial Workers Union Local 880 - Mercantile)
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 Local 880 Mercantile Employers Joint Pension Fund is a benefit plan reported by United Food & Commercial Workers Union Local 880 - Mercantile under EIN 51-6031766 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,257 participants and $47,862,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food & Commercial Workers Union Local 880 - Mercantile
- EIN
- 51-6031766
- Plan number
- 001
- Plan type
- 1
- Location
- Broadview Heights, OH
- Latest filing year
- 2023
- Participants
- 3,257
- End-of-year plan assets
- $47,862,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,257 | H, C | 20250709094511NAL0012725890001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,862,331
- Total liabilities (EOY)
- $50,135
- Net assets (EOY)
- $47,812,196
- Net assets (BOY)
- $39,823,113
Income & contributions
- Employer contributions
- $3,031,040
- Total contributions
- $3,031,040
- Total income / additions
- $12,646,806
Expenses & distributions
- Benefits paid
- $4,144,425
- Administrative expenses
- $513,298
- Total expenses
- $4,657,723
- Net increase / (decrease)
- $7,989,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merril Lynch | not reported in the loaded dataset | $163,710 | $2,916 | 2023 |
| Ufcw Pension Admin Fund | not reported in the loaded dataset | $74,431 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $74,423 | not reported in the loaded dataset | 2023 |
| Cunningham & Associates | not reported in the loaded dataset | $41,000 | not reported in the loaded dataset | 2023 |
| Usi Insurance | not reported in the loaded dataset | $13,301 | not reported in the loaded dataset | 2023 |
| Wainblat Law LLC | not reported in the loaded dataset | $8,793 | not reported in the loaded dataset | 2023 |
| Bank Of America | not reported in the loaded dataset | $4,616 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food & Commercial Workers Union Local 880 - Mercantile
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Broadview Heights, OH
- Merril 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