AUMdb

Ufcw Local 1500 Pension Plan

Sponsored by Board Of Trustees U.F.C.W. Local 1500 Pension Fund · EIN 237176372 · Plan #001 · Westbury, NY

Total assets
$947M
Net assets
$946M
Active participants
3,314
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
Sei Investments Management Corp CRD 105146 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sei Investment Management Company Custodial (securities), Trustee (institutional), Trustee (directed) $2,394,938
Ufcw Local 1500 Other services $781,271
Aria Employee Benefit Services Inc Recordkeeping, Consulting (pension) $363,900
Associated Administrators Llc Recordkeeping $95,793
The Segal Company Actuarial $88,847
Ufcw Local 1500 Building, Inc Other services $86,300
Paragon Consulting Services Inc Consulting (general) $60,332
Archer, Byington, Glennon & Levine Legal $58,059
Citrin Cooperman & Company Llp Accounting $41,413
Modern Admin Other services $35,057
Paper & Ink Graphics Llc Copying and duplicating, Other services $25,902
Ajv Llc Recordkeeping, Other services $8,126