Ufcw And Safeway Variable Annuity Pension Fund
Sponsored by Board Of Trustees Ufcw And Safeway Variable Annuity Pension Fund · EIN 862084988 · Plan #001
- Total assets
- $31.2M
- Net assets
- $30.8M
- Active participants
- 5,735
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Administrators | Contract administrator, Direct payment from the plan | $368,610 |
| Slevin & Hart | Legal, Direct payment from the plan | $142,644 |
| Milliman | Actuarial, Direct payment from the plan | $140,584 |
| Cheiron Inc | Actuarial, Direct payment from the plan | $111,544 |
| Investment Performance Services Llc | Consulting (general), Investment advisory (plan) | $100,000 |
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $64,936 |
| Chartwell Investment Partners Lp | Investment management, Investment management fees (direct) | $32,846 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $17,372 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $5,224 |