Back to filter
Original filing (PDF)20250728113753NAL0000836115001
BOARD OF TRUSTEES UFCW LOCAL 2013 ANNUITY FUND
Form 5500
FILING_RECEIVED
UFCW LOCAL 2013 ANNUITY FUND
Defined-contribution retirement plan
Signals · 3
~191 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
5,671
Accounts w/ balance
13,811
Plan assets (EOY)
$34.8M
Net assets (EOY)
$34.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 191 bps in Schedule C fees — 558% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES UFCW LOCAL 2013 ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES UFCW LOCAL 2013 ANNUITY FUND
EIN
11-2457157
Address
9235 4TH AVENUE · BROOKLYN, NY · 11209
Phone
(718) 745-3487
Industry
Accommodation & Food Servicessee 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
2025-07-28
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | AUDITOR | $62K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'BRIEN BELLAND & BUSHINSKY | 37-1467056 | — | ATTORNEY | $5K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVC | 01-0233346 | — | NONE | $473K | — |
| TRI-STATE ADMINISTRATORS INC | 22-3478819 | — | NONE | $90K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $20K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $14K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.