Ufcw And Safeway Variable Annuity Pension Fund — Form 5500 plan (Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund)
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 And Safeway Variable Annuity Pension Fund is a benefit plan reported by Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund under EIN 86-2084988 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,106 participants and $24,050,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund
- EIN
- 86-2084988
- Plan number
- 001
- Plan type
- 2
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 6,106
- End-of-year plan assets
- $24,050,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,106 | H, C | 20241013203154NAL0042859792003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,050,026
- Total liabilities (EOY)
- $251,334
- Net assets (EOY)
- $23,798,692
- Net assets (BOY)
- $16,835,738
Income & contributions
- Employer contributions
- $7,436,701
- Total contributions
- $7,436,701
- Total income / additions
- $8,528,128
Expenses & distributions
- Administrative expenses
- $1,565,174
- Total expenses
- $1,565,174
- Net increase / (decrease)
- $6,962,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators | NONE | $352,552 | not reported in the loaded dataset | 2023 |
| Cheiron Inc | NONE | $257,560 | not reported in the loaded dataset | 2023 |
| Slevin & Hart | NONE | $142,719 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $117,500 | $0 | 2023 |
| Schulte Roth & Zabel Llp | NONE | $58,812 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $30,555 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Associated Administrators — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Slevin & Hart — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation