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Original filing (PDF)20251009100858NAL0006416945001
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSION
Form 5500
FILING_RECEIVED
UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD PENSION FUND
Defined-benefit pension plan
Signals · 3
40% in single holdingNo recordkeeper disclosed30 service providers
Active participants
4,271
Accounts w/ balance
—
Plan assets (EOY)
$470.3M
Net assets (EOY)
$469.8M
How this plan invests
This plan
7 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: AFL-CIO EQUITY INDEX FUND (no filing on disk)]" is 40% of plan.
- 47 bps in Schedule C fees — 374% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSION.
Plan sponsor
Name
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSION
DBA
FUND
EIN
06-1065206
Address
6 HYDE ROAD, 2ND FLOOR · FARMINGTON, CT · 060322830
Phone
(860) 677-8118
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
30 rowsOther
30| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL COMPANY | 13-1835864 | — | NONE | $302K | — |
| PANAGORA ASSET MANAGEMENT | 04-3063840 | — | NONE | $246K | — |
| STERLING ORGANIZATION LLC | 20-5095365 | — | NONE | $186K | — |
| LSV ASSET MANAGEMENT INTRNATIONAL | 23-2772200 | — | NONE | $178K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | NONE | $166K | — |
| WESTERN ASSET MANAGEMENT | 95-2705767 | — | NONE | $152K | — |
| SEGAL MARCO ADVISORS | 13-2626110 | — | NONE | $145K | — |
| BNY MELLON | 13-5160382 | — | NONE | $136K | — |
| PRUDENTIAL INSURANCE COMPANY | 22-1211670 | — | NONE | $98K | — |
| INTERCONTINENTAL RE CORP. | 11-3786306 | — | NONE | $92K | — |
| LOOMIS SAYLES & COMPANY, L.P. | 04-3200030 | — | NONE | $79K | — |
| EMPLOYEE 3 | 06-0844353 | — | EMPLOYEE | $79K | — |
| SEMO LAW GROUP | 47-0959287 | — | NONE | $70K | — |
| MERGANSER CAPITAL MANAGEMENT | 46-3651540 | — | NONE | $43K | — |
| EMPLOYEE 6 | 06-0844353 | — | EMPLOYEE | $39K | — |
| EMPLOYEE 5 | 06-0844353 | — | EMPLOYEE | $38K | — |
| EMPLOYEE 4 | 06-0844353 | — | EMPLOYEE | $38K | — |
| EMPLOYEE 1 | 06-0844353 | — | EMPLOYEE | $38K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $36K | — |
| EMPLOYEE 2 | 06-0844353 | — | EMPLOYEE | $26K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | — | NONE | $13K | — |
| AUTOMATED DATA PROCESSING INC | 22-1467904 | — | NONE | $11K | — |
| WEBSTER BANK | 06-1187536 | — | NONE | $10K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $8K | — |
| CONSTITUTION CAPITAL PARTNERS, LLC | 82-0831325 | — | NONE | $0 | — |
| SIGULAR GUFF ADVISERS, LLC | 13-3855629 | — | NONE | $0 | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | — | NONE | $0 | — |
| ROCK CREEK GROUP | 04-3648062 | — | NONE | $0 | — |
| HAMILTON LANE ADVISORS, LLC | 23-2962336 | — | NONE | $0 | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
Investments
11 direct securities · 7 pooled funds· $175.6M(37% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$146.0M
6 holdings
Uncategorized
$17.1M
9 holdings
Pooled Separate Account
$10.0M
1 holding
Mutual Funds
$2.2M
1 holding
OTHER
$362K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AFL-CIO EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 52-2037618 / PN 010 | Common Collective Trust | — | — | $63.1M | 13.4% | |
| LONGVIEW MIDCAP 400 INDEX FD AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | — | — | $26.0M | 5.5% | |
| NHIT GLOBAL FIXED INCOME FUND LOOMIS SAYLES TRUST COMPANY · EIN 04-3200030 / PN 001 | Common Collective Trust | — | — | $19.6M | 4.2% | |
| WILLIAM BLAIR INT'L LEADERS COLLECT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 012 | Common Collective Trust | — | — | $18.2M | 3.9% | |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $15.5M | 3.3% | |
| PRISA ACCOUNT PRUDENTIAL INSURANCE COMPANY · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | — | $10.0M | 2.1% | |
| Loomis Sayles CIT: Long Corporate Disciplined Alpha Trust | — | — | $5.0M | $4.5M | 0.9% | |
| COLLECTIVE TRUSTS * Loomis Sayles NHIT: Long Duration Corporate Bond Trust | — | — | $3.2M | $4.4M | 0.9% | |
| Futures JP Morgan Futures | — | — | $2.1M | $3.7M | 0.8% | |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| S * Loomis Sayles Loomis Sayles Growth Fund | Mutual Funds | — | $1.5M | $2.2M | 0.5% | |
| Vanguard Value Index | — | — | $1.3M | $1.9M | 0.4% | |
| Loomis Sayles NHIT: US High Yield Bond Trust | — | — | $611K | $801K | 0.2% | |
| Vanguard Developed Markets | — | — | $665K | $727K | 0.2% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Fund | — | — | $321K | $407K | <0.1% | |
| Loomis Sayles Loomis Sayles Small Cap Value Fund | — | — | $415K | $388K | <0.1% | |
| INVESTMENTS * Charles Schwab Vanguard Treasury Advantage Money Market | OTHER | — | $362K | $362K | <0.1% | |
| Vanguard Emerging Markets | — | — | $236K | $268K | <0.1% |