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Original filing (PDF)20251015164727NAL0002658227005
BOARD OF TRUSTEES UFCW-GIANT VARIABLE ANNUITY FUND
Form 5500
FILING_RECEIVED
UFCW-GIANT VARIABLE ANNUITY FUND
Defined-benefit pension plan
Signals · 3
28% in single holding~249 bps in Sched C feesNo recordkeeper disclosed
Active participants
10,113
Accounts w/ balance
—
Plan assets (EOY)
$52.6M
Net assets (EOY)
$52.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MACKAY SHIELDS COLLECTIVE INVESTMENT TRUST (extraction pending)]" is 28% of plan.
- 249 bps in Schedule C fees — 1454% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES UFCW-GIANT VARIABLE ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES UFCW-GIANT VARIABLE ANNUITY FUND
EIN
86-2048100
Address
911 RIDGEBROOK ROAD · SPARKS, MD · 211529459
Phone
(410) 683-6500
Industry
Finance & Insurancesee 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
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS, LLC | 65-1205077 | — | NONE | $669K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | — | NONE | $208K | — |
| CHEIRON INC | 13-4215617 | — | NONE | $165K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $146K | — |
| SLEVIN & HART | 52-1708613 | — | NONE | $120K | — |
Investments
5 pooled funds· $14.7M(28% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MACKAY SHIELDS COLLECTIVE INVESTMEN SEI TRUST COMPANY · EIN 47-1818241 / PN 076 | Common Collective Trust | — | — | $4.1M | 7.8% | |
| NT COLLECTIVE EXTENDED EQUITY MARKE NORTHERN TRUST INVESTMENT, INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $3.2M | 6.1% | |
| NT COLLECTIVE RUSSELL 1000 GROWTH I NORTHERN TRUST INVESTMENT, INC. · EIN 45-6138589 / PN 099 | Common Collective Trust | — | — | $2.6M | 5.0% | |
| NT COLLECTIVE EAFE INDEX FUND NON NORTHERN TRUST INVESTMENT, INC. · EIN 45-6138589 / PN 024 | Common Collective Trust | — | — | $2.4M | 4.6% | |
| NT COLLECTIVE RUSSELL 1000 VALUE IN NORTHERN TRUST INVESTMENT, INC. · EIN 45-6138589 / PN 098 | Common Collective Trust | — | — | $2.4M | 4.5% |
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