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Original filing (PDF)20250728145912NAL0000870403001
BOARD OF TRUSTEES UFCW LOCAL 2013 PENSION FUND
Form 5500
FILING_RECEIVED
UFCW LOCAL 2013 PENSION PLAN
Defined-benefit pension plan
Signals · 2
~2571 bps in Sched C fees6 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$486K
Net assets (EOY)
$171K
Plan health score (directional)
82
/ 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
75
Participation health
90
Knocking points off
- 2571 bps in Schedule C fees — 1528% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
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 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES UFCW LOCAL 2013 PENSION FUND
EIN
13-1975910
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
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | CUSTODIAN | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | AUDITOR | $35K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'BRIEN BELLAND & BUSHINSKY | 37-1467056 | — | ATTORNEY | $5K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEIRON INC. | 13-4215617 | — | NONE | $35K | — |
| TRI-STATE ADMINISTRATORS INC | 22-3478819 | — | NONE | $24K | — |
| BRADY MCGUIRE & STEINBERG PC | 13-4089943 | — | NONE | $5K | — |
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.