Desert States Employers & Ufcw Unions Pension Plan — Form 5500 plan (Board Of Trustees, Desert States Employers & Ufcw)
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, Desert States Employers & Ufcw Unions Pension Plan is a benefit plan reported by Board Of Trustees, Desert States Employers & Ufcw under EIN 84-6277982 and plan number 001. The latest loaded filing year is 2023. The filing reports 48,107 participants and $1,005,171,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Desert States Employers & Ufcw
- EIN
- 84-6277982
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 48,107
- End-of-year plan assets
- $1,005,171,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48,107 | H, C | 20241014125529NAL0026197937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,005,171,309
- Total liabilities (EOY)
- $3,908,664
- Net assets (EOY)
- $1,001,262,645
- Net assets (BOY)
- $951,468,954
Income & contributions
- Employer contributions
- $32,737,671
- Total contributions
- $32,737,671
- Total income / additions
- $119,293,165
Expenses & distributions
- Benefits paid
- $63,308,568
- Administrative expenses
- $6,190,906
- Total expenses
- $69,499,474
- Net increase / (decrease)
- $49,793,691
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | NONE | $790,879 | not reported in the loaded dataset | 2023 |
| The Northern Trust Bank | NONE | $440,216 | $0 | 2023 |
| New England Pension Consultants | NONE | $437,458 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $399,937 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Management | NONE | $292,457 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $254,829 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $200,000 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $199,464 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $179,533 | not reported in the loaded dataset | 2023 |
| Lsv | NONE | $143,099 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co | NONE | $126,264 | $0 | 2023 |
| Foundry Microcap | NONE | $111,617 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co. LLC | NONE | $100,485 | $0 | 2023 |
| Reinhart Boerner Van Duren S.C. | NONE | $93,199 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| National Invt Svcs Of America LLC | NONE | $66,438 | not reported in the loaded dataset | 2023 |
| Ullico Separate Account J | NONE | $57,502 | $0 | 2023 |
| Capital Trust Financial Advisors | NONE | $40,769 | not reported in the loaded dataset | 2023 |
| Mccracken Stemerman & Holsberry, Ll | NONE | $31,766 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $28,418 | not reported in the loaded dataset | 2023 |
| Frsecure | NONE | $7,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Desert States Employers & Ufcw
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Southwest Service Administrators — Schedule C compensation
- The Northern Trust Bank — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Lsv — Schedule C compensation
- Prudential Insurance Co — Schedule C compensation
- Foundry Microcap — Schedule C compensation
- Lord Abbett & Co. LLC — Schedule C compensation
- Reinhart Boerner Van Duren S.C. — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- National Invt Svcs Of America LLC — Schedule C compensation
- Ullico Separate Account J — Schedule C compensation
- Capital Trust Financial Advisors — Schedule C compensation
- Mccracken Stemerman & Holsberry, Ll — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Frsecure — Schedule C compensation