Ufcw No. California Employers Joint Pension Plan
Sponsored by Board Of Trustees, Ufcw No. California Employers Joint Pension Plan · EIN 946313554 · Plan #001
- Total assets
- $2.9B
- Net assets
- $2.9B
- Active participants
- 39,903
- 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 |
|---|---|---|
| Pinnacle Asset Management, L.P. CRD 126487 | fuzzy_auto · 97% | 2024 |
| Kayne Anderson Capital Advisors, L.P. CRD 104536 | fuzzy_auto · 98% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
| Warburg Pincus Llc CRD 156945 | deterministic · 100% | 2024 |
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ufcw Group Administation Llc | Plan administrator, Direct payment from the plan | $6,527,307 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $817,398 |
| New England Pension Consultants Llc | Investment advisory (plan), Direct payment from the plan | $715,582 |
| Northern Trust | Direct payment from the plan, Custodial (securities) | $639,742 |
| Horizon Actuarial Services | Consulting (pension), Direct payment from the plan | $624,524 |
| Segal Company | Direct payment from the plan, Actuarial | $404,699 |
| All Springs (Wells Capital) | Investment management | $339,010 |
| Jp Morgan Investment Management Inc | Investment management, Investment management fees (indirect) | $303,507 |
| Lsv Asset Management | Investment management, Investment management fees (indirect) | $269,961 |
| American Realty Galaxy I & Ii | Investment management fees (indirect) | $263,713 |
| Segal, Bryant & Hamill, Llc | Other investment fees and expenses | $256,132 |
| Nis Dynamic | Direct payment from the plan, Investment management | $214,647 |
| Blackrock | Investment management fees (direct), Investment management, Trustee (institutional) | $202,388 |
| Lazard Emerging Market | Investment management, Investment management fees (indirect) | $175,155 |
| Ufcw Local #5 | Direct payment from the plan, Plan administrator | $167,891 |
| Parametric | Investment management, Investment management fees (indirect) | $147,927 |
| Seyfarth & Shaw | Direct payment from the plan, Legal | $146,250 |
| Ufcw Local #8 | Plan administrator, Direct payment from the plan | $121,775 |
| Mccracken, Stemmerman & Hollsberry | Direct payment from the plan, Legal | $83,513 |
| Ufcw Local #648 | Plan administrator, Direct payment from the plan | $32,762 |
| Calpa Advisors Llc | Consulting (pension), Direct payment from the plan | $30,115 |
| Mellon Investments Corporation | Investment management, Investment management fees (indirect) | $11,131 |
| Joseph Ambrosi | $6,890 | |
| Tara Locaso | Trustee (individual) | $6,304 |
| Kelly Presley | $6,057 | |
| Penny Schumacher | $5,880 | |
| Troy Dinin | Trustee (individual) | $5,270 |
| Ufcw Local #480 | Plan administrator | $5,040 |
| Mcmorgan & Company Llc | Investment management, Investment management fees (indirect) | $0 |
| Warburg Pincus, Llc | Investment management, Investment management fees (indirect) | $0 |
| Warburg Pincus Private Equity X | Investment management, Investment management fees (indirect), Other investment fees and expenses | $0 |
| Alcentra | $0 | |
| Warburg Pincus Private Equity Xi, | Investment management, Investment management fees (indirect), Other investment fees and expenses | $0 |
| Pinnacle Asset Management | Investment management, Investment management fees (indirect) | $0 |
| Kayne Anderson Capital Advisors, Lp | Investment management, Investment management fees (indirect) | $0 |
| Health Velocity Capital Ii, Lp | Investment management, Investment management fees (indirect) | $0 |