Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust — Form 5500 plan (Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust)
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 Pharmacists, Clerks, And Drug Employer'S Pension Trust is a benefit plan reported by Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust under EIN 94-2518312 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,294 participants and $178,864,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust
- EIN
- 94-2518312
- Plan number
- 001
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 10,294
- End-of-year plan assets
- $178,864,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,294 | H, C | 20241015121224NAL0049284736005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,864,992
- Total liabilities (EOY)
- $467,079
- Net assets (EOY)
- $178,397,913
- Net assets (BOY)
- $170,859,592
Income & contributions
- Employer contributions
- $3,867,134
- Total contributions
- $3,867,134
- Total income / additions
- $21,587,457
Expenses & distributions
- Benefits paid
- $11,711,390
- Administrative expenses
- $2,337,746
- Total expenses
- $14,049,136
- Net increase / (decrease)
- $7,538,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $484,451 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $141,141 | not reported in the loaded dataset | 2023 |
| Rvk Inc. | NONE | $88,950 | not reported in the loaded dataset | 2023 |
| Eide Bailly | NONE | $87,804 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $87,490 | $0 | 2023 |
| Saltzman And Johnson Law Corp | NONE | $35,304 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $32,758 | $0 | 2023 |
| Ufcw Local 5 | SPONSOR | $12,431 | not reported in the loaded dataset | 2023 |
| Ufcw Local 8 | SPONSOR | $8,917 | not reported in the loaded dataset | 2023 |
| Rick Salton | TRUSTEE | $5,337 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- Ufcw Group Administration LLC — Schedule C compensation
- Segal Company — Schedule C compensation
- Rvk Inc. — Schedule C compensation
- Eide Bailly — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Saltzman And Johnson Law Corp — Schedule C compensation
- Northern Trust — Schedule C compensation
- Ufcw Local 5 — Schedule C compensation
- Ufcw Local 8 — Schedule C compensation
- Rick Salton — Schedule C compensation