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Original filing (PDF)20250710093008NAL0008975696002
UNITED FOOD & COMMERCIAL WORKERS UNION - EMPLOYER PENSION FUND
Form 5500
FILING_RECEIVED
UNITED FOOD & COMMERCIAL WORKERS UNION - EMPLOYER PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
3,916
Accounts w/ balance
—
Plan assets (EOY)
$324.7M
Net assets (EOY)
$324.5M
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
- 51 bps in Schedule C fees — 413% above peer band of 10 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 UNITED FOOD & COMMERCIAL WORKERS UNION - EMPLOYER PENSION FUND.
Plan sponsor
Name
UNITED FOOD & COMMERCIAL WORKERS UNION - EMPLOYER PENSION FUND
EIN
34-6665155
Address
9199 MARKET PLACE SUITE 1 · BROADVIEW HEIGHTS, OH · 44147
Phone
(216) 241-2828
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CUNNINGHAM & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | — | $1.0M | — |
| UFCW PENSION ADMIN FUND | 34-1019035 | — | — | $359K | — |
| THE SEGAL COMPANY | 13-1975125 | — | — | $93K | — |
| CUNNINGHAM & ASSOCIATES | 38-3349378 | — | — | $50K | — |
| USI INSURANCE | — | VAHALLA, NY | — | $49K | — |
| WAINBLAT LAW LLC | 85-4381750 | — | — | $42K | — |
| BANK OF AMERICA | 34-1818258 | — | — | $30K | — |
| FUSCO GALLAGHER POCARO LLP | 34-1327628 | — | — | $17K | — |
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.