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Original filing (PDF)20250925190200NAL0012668610001
UNIFIED GROCERS, INC.
Form 5500
FILING_RECEIVED
WESTERN GROCERS EMPLOYEE BENEFITS PLAN & TRUST
Health & welfare plan
Signals · 4
100% in single holding~2618 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
977
Accounts w/ balance
—
Plan assets (EOY)
$598K
Net assets (EOY)
$549K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Cash" is 100% of plan.
- 2618 bps in Schedule C fees — 1557% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIFIED GROCERS, INC..
Plan sponsor
Name
UNIFIED GROCERS, INC.
EIN
95-0615250
Address
PO BOX 22166 · PORTLAND, OR · 97269
Phone
(503) 968-2817
Industry
Finance & Insurancesee all
Plan administrator
Name
BOARD OF TRUSTEES WESTERN GROCERS EMP BENEFITS TRUST
EIN
93-0792758
City
PORTLAND, OR
Phone
(503) 968-2817
Plan characteristics
Plan number
520
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
KERN & THOMPSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JODY BROWN | — | MILWAUKIE, OR | NONE | $64K | — |
| KKC SERVICES, INC. | 93-1280442 | PORTLAND, OR | NONE | $31K | — |
| KERN & THOMPSON, LLC | 93-1157146 | PORTLAND, OR | NONE | $15K | — |
| SHANNON BETZ | — | GRESHAM, OR | NONE | $14K | — |
| BROWN & BROWN | 59-0691921 | PORTLAND, OR | NONE | $14K | — |
| JOSEPH NEY | — | BEND, OR | CHAIRPERSON | $12K | — |
| COVENANT TECHNOLOGY SOLUTIONS, INC. | 32-0012256 | GLADSTONE, OR | NONE | $6K | — |
Investments
1 direct security· $598K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cash | — | — | $598K | $598K | 100.0% |