Ufcw International Union Industry Variable Annuity Pension Plan
Sponsored by Trustees Of The Ufcw International Union Industry Variable Annuity P · EIN 853177950 · Plan #001
- Total assets
- $300M
- Net assets
- $300M
- Active participants
- 33,689
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $1,979,172 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $665,813 |
| The Segal Company | Actuarial, Direct payment from the plan | $592,291 |
| Reinhart Boerner Van Deuren, S.C. | Legal, Direct payment from the plan | $283,915 |
| Slevin & Hart, P.C. | Legal, Direct payment from the plan | $224,245 |
| Loomis Sayles & Co | Investment management, Investment management fees (direct) | $211,521 |
| Income Research & Management | Investment management, Investment management fees (direct) | $84,095 |
| Kelly Press | Copying and duplicating, Direct payment from the plan | $65,876 |
| Sommers & Fahrenbach, Inc. | Direct payment from the plan, Other fees | $64,469 |
| State Street Bank And Trust Co. | Custodial (securities), Direct payment from the plan | $50,000 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $35,000 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $18,253 |
| Ira F. Jaffe, Esq. | Legal, Direct payment from the plan | $18,000 |
| Frsecure Llc | Consulting (general), Direct payment from the plan | $6,875 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (indirect) | $0 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |