Original filing (PDF)20250823192307NAL0003167763004

UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 99

Name: UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 99 — UFCW LOCAL UNION NO. 99 SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 99

Form 5500-SF

FILING_RECEIVED

UFCW LOCAL UNION NO. 99 SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 99.

Plan sponsor

Name

UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 99

EIN

86-0042052

Address

2401 NORTH CENTRAL AVE, 2ND FLOOR · PHOENIX, AZ · 850041331

Phone

(602) 254-0099

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

UNITED FOOD AND COMMERCIAL WORKERS

EIN

53-0220586

City

WASHINGTON, DC

Phone

(202) 223-3111

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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