United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund — Form 5500 plan (United Food & Commercial Workers Union Local 880 - Retail Food)
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 - Retail Food Employers Joint Pension Fund is a benefit plan reported by United Food & Commercial Workers Union Local 880 - Retail Food under EIN 51-6031767 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,768 participants and $443,631,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food & Commercial Workers Union Local 880 - Retail Food
- EIN
- 51-6031767
- Plan number
- 001
- Plan type
- 1
- Location
- Broadview Heights, OH
- Latest filing year
- 2023
- Participants
- 17,768
- End-of-year plan assets
- $443,631,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,768 | H, C | 20250714080009NAL0000689395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $443,631,619
- Total liabilities (EOY)
- $206,705
- Net assets (EOY)
- $443,424,914
- Net assets (BOY)
- $374,354,097
Income & contributions
- Employer contributions
- $22,275,560
- Total contributions
- $22,275,560
- Total income / additions
- $111,909,194
Expenses & distributions
- Benefits paid
- $39,898,029
- Administrative expenses
- $2,940,348
- Total expenses
- $42,838,377
- Net increase / (decrease)
- $69,070,817
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | not reported in the loaded dataset | $1,533,845 | $25,958 | 2023 |
| Ufcw Pension Admin Fund | not reported in the loaded dataset | $426,968 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $111,350 | not reported in the loaded dataset | 2023 |
| Cunningham & Associates | not reported in the loaded dataset | $58,100 | not reported in the loaded dataset | 2023 |
| Wainblat Law LLC | not reported in the loaded dataset | $42,300 | not reported in the loaded dataset | 2023 |
| Bank Of America | not reported in the loaded dataset | $41,993 | not reported in the loaded dataset | 2023 |
| Usi Insurance | not reported in the loaded dataset | $41,718 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Pocaro Llp | not reported in the loaded dataset | $26,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food & Commercial Workers Union Local 880 - Retail Food
- 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
- Wainblat Law LLC — Schedule C compensation
- Bank Of America — Schedule C compensation
- Usi Insurance — Schedule C compensation
- Fusco Gallagher Pocaro Llp — Schedule C compensation