Rocky Mountain Ufcw Unions And Employers Retail And Meat Pension Plan — Form 5500 plan (Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S)
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, Rocky Mountain Ufcw Unions And Employers Retail And Meat Pension Plan is a benefit plan reported by Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S under EIN 84-6045986 and plan number 001. The latest loaded filing year is 2023. The filing reports 67,373 participants and $1,283,717,370 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S
- EIN
- 84-6045986
- Plan number
- 001
- Plan type
- 1
- Location
- Arvada, CO
- Latest filing year
- 2023
- Participants
- 67,373
- End-of-year plan assets
- $1,283,717,370
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 67,373 | H, C | 20241014180317NAL0047099152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,283,717,370
- Total liabilities (EOY)
- $1,069,153
- Net assets (EOY)
- $1,282,648,217
- Net assets (BOY)
- $1,247,496,406
Income & contributions
- Employer contributions
- $45,598,366
- Total contributions
- $45,598,366
- Total income / additions
- $148,702,533
Expenses & distributions
- Benefits paid
- $106,127,750
- Administrative expenses
- $7,422,972
- Total expenses
- $113,550,722
- Net increase / (decrease)
- $35,151,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $1,030,193 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Mgmt, Inc. | NONE | $927,312 | not reported in the loaded dataset | 2023 |
| Bny Mellon Invest Advisors | NONE | $668,011 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc | NONE | $471,762 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $386,688 | not reported in the loaded dataset | 2023 |
| Timessquare Capital Mgmt LLC | NONE | $295,709 | $0 | 2023 |
| Horizon Actuarial Services, LLC | NONE | $285,175 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $270,000 | not reported in the loaded dataset | 2023 |
| Brandywine Investment Mgmt, LLC | NONE | $261,306 | $0 | 2023 |
| Panagora Asset Management | NONE | $240,227 | $0 | 2023 |
| Loomis Sayles & Company Lp | NONE | $147,803 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $120,019 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren, Sc | NONE | $118,478 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE | $116,176 | $0 | 2023 |
| Lazard Asset Management LLC | NONE | $100,301 | $0 | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $88,187 | not reported in the loaded dataset | 2023 |
| Spencer Fane, Llp | NONE | $53,305 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $38,295 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Arvada, CO
- Zenith American Solutions — Schedule C compensation
- Jp Morgan Investment Mgmt, Inc. — Schedule C compensation
- Bny Mellon Invest Advisors — Schedule C compensation
- The Segal Company, Inc — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Timessquare Capital Mgmt LLC — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Brandywine Investment Mgmt, LLC — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Loomis Sayles & Company Lp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Reinhart Boerner Van Deuren, Sc — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Spencer Fane, Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation