Alaska United Food & Commercial Workers Pension Fund — Form 5500 plan (Ak Ufcw Pension Fund Board Of Trustees)
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, Alaska United Food & Commercial Workers Pension Fund is a benefit plan reported by Ak Ufcw Pension Fund Board Of Trustees under EIN 91-6123694 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,980 participants and $198,054,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ak Ufcw Pension Fund Board Of Trustees
- EIN
- 91-6123694
- Plan number
- 001
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 5,980
- End-of-year plan assets
- $198,054,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,980 | H, C | 20241014225701NAL0054188866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,054,352
- Total liabilities (EOY)
- $118,447
- Net assets (EOY)
- $197,935,905
- Net assets (BOY)
- $193,409,576
Income & contributions
- Employer contributions
- $5,119,965
- Total contributions
- $5,119,965
- Total income / additions
- $25,796,829
Expenses & distributions
- Benefits paid
- $19,916,599
- Administrative expenses
- $1,353,901
- Total expenses
- $21,270,500
- Net increase / (decrease)
- $4,526,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Labor Trust Services, Inc. | PARTICIPANTING EMPLOYER | $219,503 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, National Assoc | NONE | $196,339 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $195,031 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure | NONE | $135,579 | $0 | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $45,740 | not reported in the loaded dataset | 2023 |
| Barlow,Coughran,Morales & Josephson | NONE | $36,411 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $32,462 | not reported in the loaded dataset | 2023 |
| Us Bank, National Association | NONE | $17,146 | not reported in the loaded dataset | 2023 |
| Aberdeen Standard Investments Inc. | NONE | $6,792 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ak Ufcw Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Labor Trust Services, Inc. — Schedule C compensation
- Jpmorgan Chase Bank, National Assoc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Meketa Investment Group, Inc — Schedule C compensation
- Ullico Infrastructure — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Barlow,Coughran,Morales & Josephson — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Us Bank, National Association — Schedule C compensation
- Aberdeen Standard Investments Inc. — Schedule C compensation