Trustees of the UFCW International Union - Industry Variable Annuity P's EIN is 85-3177950.
Download the official 2023 Form 5500 (PDF) for Trustees of the UFCW International Union - Industry Variable Annuity P from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $40K | — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | NONE | $15K | — |
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.
| % of plan | |||
|---|---|---|---|
| LOOMIS SAYLES CORE PLUS FIXED INCOM LOOMIS, SAYLES & CO. · EIN 84-6391546 / PN 010 | Common Collective Trust | $70.9M | 31.1% |
| STATE STREET UNION LABOR RUSSELL 30 STATE STREET GLOBAL ADVISORS · EIN 86-1959749 / PN 001 | Common Collective Trust | $48.5M | 21.3% |
| IR&M INTERMEDIATE FUND LLC IR&M INTERMEDIATE FUND LLC C/O INCOME RESEARCH & MANAGEMENT · EIN 27-1810883 / PN 001 | 103-12 Investment Entity | $31.1M | 13.6% |
| STATE STREET MSCI ACWI EX USA NON-L STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 159 | Common Collective Trust | $19.7M | 8.6% |
| HAMILTON LANE ADVISORS LLC |
| 23-2962336 |
| — |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | 04-2955404 | — | NONE | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $2.0M | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $685K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $520K | — |
| REINHART BOERNER VAN DEUREN, S.C. | 39-1126909 | — | NONE | $229K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $217K | — |
| LOOMIS SAYLES & CO | 04-3200030 | — | NONE | $171K | — |
| SOMMERS & FAHRENBACH, INC. | 36-1796440 | DEERFIELD, IL | NONE | $51K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $51K | — |
| STATE STREET BANK AND TRUST CO. | 04-1867445 | — | NONE | $50K | — |
| IRA F. JAFFE, ESQ. | 52-1259732 | — | NONE | $24K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
