United Food & Commercial Workers Intl Union Industry Pension Fund
Sponsored by Trustees Of Ufcw Int'l Union Industry Pension Fund · EIN 516055922 · Plan #001
- Total assets
- $8.2B
- Net assets
- $8.1B
- Active participants
- 18,995
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Walter Scott & Partners Limited CRD 112161 | fuzzy_auto · 95% | 2024 |
| Baron Capital Management, Inc. CRD 110791 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Forefront Analytics, Llc CRD 153016 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Plan administrator | $8,061,751 |
| Pacific Investment Management Co | Investment management, Investment management fees (indirect) | $3,899,175 |
| Loomis Sayles And Co. | Investment management fees (direct) | $3,047,917 |
| Walter Scott & Partners Ltd | Investment management, Investment management fees (direct) | $1,210,907 |
| Baron Capital Management | Investment management | $1,130,395 |
| Willliam Blair | Investment management fees (direct), Soft dollars commissions | $862,389 |
| Hamilton Lane Advisors, Llc | Investment management fees (direct) | $848,461 |
| Reinhart Boerner Van Deuren | Legal | $845,696 |
| State Street Bank And Trust | Other fees, Float revenue, Investment management | $844,283 |
| The Segal Company, Inc | Actuarial, Consulting (pension) | $812,153 |
| Lsv Asset Management | Investment management | $625,167 |
| Lord, Abbett & Co. | Investment management fees (direct), Soft dollars commissions | $569,966 |
| Slevin & Hart | Legal | $533,193 |
| Calibre Cpa Group Pllc | Accounting | $515,264 |
| Milliman, Inc | Actuarial | $494,768 |
| Stepstone | Investment management | $470,000 |
| Segal Marco Advisors | Investment advisory (plan) | $466,841 |
| Alliance Bernstein | Investment management fees (direct), Investment management | $465,926 |
| Gcm Grosvenor | Investment management fees (direct) | $415,000 |
| State Street Global Advisors | Investment management fees (direct), Custodial (securities), Custodial (other) | $331,560 |
| Lazard Asset Management Llc | Investment management, Soft dollars commissions | $320,021 |
| Prudential Insurance Company | Investment management fees (direct), Investment management fees (indirect) | $222,054 |
| Kelly Press, Inc | Copying and duplicating | $122,004 |
| Medical Insurance Consulting Group, | Consulting (pension) | $115,174 |
| Forefront Analtyics | Investment advisory (plan) | $101,229 |
| Sommers And Fahrenbach, Inc | Copying and duplicating | $82,090 |
| The Rock Creek | Investment management | $39,325 |
| Sheinman Arbitration & Mediation Sr | Legal | $31,320 |
| Life Status 360 | Other services | $19,956 |
| John Wagner | Other services | $13,091 |
| Kenneth R. Boyd | Trustee (individual), Other services | $12,274 |
| Jacobs, Burns, Orlove & Hernandez | Legal | $10,742 |
| R & B Fine Printing Co. | Copying and duplicating | $10,628 |
| Frsecure | Consulting fees | $10,625 |
| Timothy Melia | Trustee (individual) | $8,185 |
| Kpmg | Other investment fees and expenses | $7,525 |
| Carl Ivka | Trustee (individual) | $7,376 |
| Ronald Petronella | Trustee (individual) | $7,171 |
| Shanley, A Professional Corporation | Legal | $5,267 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |