Board of Trustees UFCW Local 2013 Annuity Fund's EIN is 11-2457157.
Download the official 2024 Form 5500 (PDF) for Board of Trustees UFCW Local 2013 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees UFCW Local 2013 Annuity Fund's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVC | 01-0233346 | — | NONE | $473K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | AUDITOR | $62K |
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.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'BRIEN BELLAND & BUSHINSKY | 37-1467056 | — | ATTORNEY | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-STATE ADMINISTRATORS INC | 22-3478819 | — | NONE | $90K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $20K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $14K | — |
