Ufcw Int'l Union Albertsons Variable Annuity Pension Fund
Sponsored by Trustees Of Ufcw Int'l Union Albertsons Variable Annuity Pension · EIN 853326342 · Plan #001 · Oak Brook, IL
- Total assets
- $60.8M
- Net assets
- $60.7M
- Active participants
- 4,254
- 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 |
|---|---|---|
| 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 | Plan administrator, Copying and duplicating, Other services | $264,058 |
| The Segal Company | Consulting (pension), Actuarial | $195,150 |
| Milliman, Inc. | Actuarial | $188,729 |
| Slevin & Hart, P.C. | Legal | $60,548 |
| Calibre Cpa Group | Accounting | $51,582 |
| State Street Bank And Trust Company | Custodial (securities), Investment management, Float revenue | $50,000 |
| Sommers And Fahrenbach | Copying and duplicating | $47,576 |
| Loomis Sayles Trust Company | Investment management fees (direct) | $44,277 |
| Schulte Roth & Zabel Llp | Legal | $42,708 |
| Segal Advisors Inc. | Investment advisory (plan) | $30,844 |
| Frsecure Llc | Consulting (general) | $6,250 |
| State Street Global Advisors | Investment management fees (direct) | $5,717 |