Ufcw Unions And Participating Employers Pension Plan
Sponsored by Board Of Trustees The Ufcw Unions And Participating Employers Pension · EIN 526117495 · Plan #002
- Total assets
- $94.8M
- Net assets
- $94.1M
- Active participants
- 1,655
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 96% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Administrators Llc | Contract administrator, Direct payment from the plan | $691,061 |
| Cheiron Inc | Actuarial, Direct payment from the plan | $124,564 |
| Slevin Hart Pc | Legal, Direct payment from the plan | $107,465 |
| Intercontinental Real Estate Corpor | Investment management, Investment management fees (direct) | $94,925 |
| Investment Performance Service | Consulting (general), Direct payment from the plan | $90,000 |
| Hamilton Lane Partners | Investment management, Investment management fees (direct), Investment management fees (indirect) | $88,297 |
| Morgan Lewis & Bockius Llp | Legal, Direct payment from the plan | $74,639 |
| Withumsmith+Brown | Accounting, Direct payment from the plan | $56,150 |
| Wedge Capital Management Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $55,568 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $53,946 |
| Johnston Global Advisors | Investment management, Investment management fees (direct) | $36,145 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct) | $35,627 |
| Westfield Capital Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $34,463 |
| Chartwell Investment Partners Llc | Investment management, Investment management fees (direct) | $29,679 |
| Pnc | Custodial (securities), Direct payment from the plan, Float revenue | $10,712 |