Ufcw Giant- Safeway Excess Supplemental Benefit Pension Fund — Form 5500 plan (Board Of Trustees Ufcw Giant-Safeway Excess Supplemental Benefit Pensi)

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 Giant- Safeway Excess Supplemental Benefit Pension Fund is a benefit plan reported by Board Of Trustees Ufcw Giant-Safeway Excess Supplemental Benefit Pensi under EIN 86-2113060 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,264 participants and $103,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Ufcw Giant-Safeway Excess Supplemental Benefit Pensi
EIN
86-2113060
Plan number
001
Plan type
1
Location
Sparks, MD
Latest filing year
2023
Participants
13,264
End-of-year plan assets
$103,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,264H, C20241013140358NAL0025886129004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,815
Total liabilities (EOY)
$65,693
Net assets (EOY)
$38,122
Net assets (BOY)
$46,227

Income & contributions

Employer contributions
$183,096
Total contributions
$183,096
Total income / additions
$183,096

Expenses & distributions

Administrative expenses
$191,201
Total expenses
$191,201
Net increase / (decrease)
-$8,105

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Administrators, LLCNONE$65,263not reported in the loaded dataset2023
Schulte Roth & ZabelNONE$35,894not reported in the loaded dataset2023
Proskauer Rose LlpNONE$30,684not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$25,215not reported in the loaded dataset2023
Slevin & HartNONE$13,098not reported in the loaded dataset2023
Cheiron IncNONE$10,462not reported in the loaded dataset2023

Related Form 5500 pages