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Original filing (PDF)20250415185422NAL0003825393003
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND
Form 5500
FILING_RECEIVED
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed39 service providers
Active participants
20,984
Accounts w/ balance
—
Plan assets (EOY)
$8.0B
Net assets (EOY)
$7.9B
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 33 bps in Schedule C fees — 565% above peer band of 5 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 TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND.
Plan sponsor
Name
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND
EIN
51-6055922
Address
2625 BUTTERFIELD ROAD · SUITE 208E · OAK BROOK, IL · 605233417
Phone
(312) 649-1200
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
39 rowsTrustee
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KENNETH R. BOYD | — | CHICAGO, IL | TRUSTEE | $12K | — |
| JOHN WAGNER | — | CINCINNATI, OH | TRUSTEE | $11K | — |
| TIMOTHY MELIA | — | PROVIDENCE, RI | TRUSTEE | $8K | — |
| RONALD PETRONELLA | — | WESTPORT, CT | TRUSTEE | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | AUDITORS OF EMPLOYEE ORG. | $521K | — |
Other
34| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | ADMINISTRATOR | $8.3M | — |
| LOOMIS SAYLES AND CO. | 04-3200030 | — | NONE | $2.4M | — |
| PACIFIC INVESTMENT MANAGEMENT CO | 33-0629048 | — | NONE | $2.3M | — |
| BARON CAPITAL MANAGEMENT | 13-3122938 | — | NONE | $1.4M | — |
| WALTER SCOTT & PARTNERS LTD | 98-0465834 | — | NONE | $1.3M | — |
| HAMILTON LANE ADVISORS, LLC | 23-2962336 | — | NONE | $927K | — |
| REINHART BOERNER VAN DEUREN | 39-1126909 | — | NONE | $894K | — |
| WILLLIAM BLAIR | 47-2614791 | — | NONE | $840K | — |
| THE SEGAL COMPANY, INC | 13-1975125 | — | NONE | $826K | — |
| STATE STREET BANK AND TRUST | 04-1867445 | — | NONE | $737K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $673K | — |
| SLEVIN & HART | 52-1708613 | — | NONE | $602K | — |
| LORD, ABBETT & CO. | 13-5620131 | — | NONE | $575K | — |
| STEPSTONE | 38-3930662 | — | NONE | $470K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $467K | — |
| ALLIANCE BERNSTEIN | 13-4064930 | — | NONE | $455K | — |
| GCM GROSVENOR | 80-0952472 | — | NONE | $440K | — |
| THE ROCK CREEK | 04-3648062 | — | NONE | $423K | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $402K | — |
| SOMMERS AND FAHRENBACH, INC | 36-1796440 | — | NONE | $351K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $318K | — |
| PRUDENTIAL INSURANCE COMPANY | 22-1211670 | — | NONE | $243K | — |
| KELLY PRESS, INC | 52-0975591 | — | NONE | $150K | — |
| MEDICAL INSURANCE CONSULTING GROUP, | 36-3800520 | — | NONE | $115K | — |
| FOREFRONT ANALTYICS | 26-2335297 | — | NONE | $100K | — |
| PARAMETRIC | 20-0292745 | — | NONE | $72K | — |
| ADELMAN & GETTLEMAN, LTD | 36-3382789 | — | NONE | $64K | — |
| LAZARD ASSET MANAGEMENT LLC | 05-0530199 | — | NONE | $52K | — |
| JACOBS, BURNS, ORLOVE & HERNANDEZ | 36-2425981 | — | NONE | $31K | — |
| KPMG | — | — | NONE | $21K | — |
| LIFE STATUS 360 | 94-3389460 | — | NONE | $21K | — |
| R & B FINE PRINTING CO. | 36-3926621 | — | NONE | $11K | — |
| FRSECURE | 26-3547185 | — | NONE | $10K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
Investments
8 pooled funds· $1.6B(20% 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
$905.7M
3 holdings
103-12 Investment Entity
$647.0M
4 holdings
Pooled Separate Account
$43.4M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STATE STREET RUSSELL 3000(R) INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 042 | Common Collective Trust | $604.1M | 7.6% |
| EVENT-DRIVEN FUND, LTD BLACKROCK FINANCIAL MANAGEMENT, INC. · EIN 13-3806691 / PN 000 | 103-12 Investment Entity | $401.6M | 5.0% |
| STATE STREET MSCI ACWI EX USA NON-L STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 159 | Common Collective Trust | $248.6M | 3.1% |
| BRIDGEWATER ALL-WEATHER PORTFOLIO L BRIDGEWATER ASSOCIATES, LP · EIN 98-0501379 / PN 001 | 103-12 Investment Entity | $139.5M | 1.8% |
| LORD ABBETT INTERNATIONAL SMALL CAP LORD, ABBETT & CO. LLC · EIN 46-2001535 / PN 001 | 103-12 Investment Entity | $105.9M | 1.3% |
| NEWTOWER TRUST COMPANY MULTI-EMPLOY NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $53.0M | 0.7% |
| PRISA ACCOUNT PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | $43.4M | 0.5% |
| BRIDGEWATER PURE ALPHA FUNDS BRIDGEWATER ASSOCIATES, LP · EIN 98-0501381 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |