United Food And Commercial Workers Local 1500 Annuity Plan
Sponsored by Board Of Trustees Ufcw Local 1500 Annuity Fund · EIN 475675902 · Plan #001 · Westbury, NY
- Total assets
- $47.1M
- Net assets
- $46.9M
- Active participants
- 6,861
- With balances
- 13,729
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ufcw Local 1500 | Other services | $560,889 |
| Aria Employee Benefit Services | Contract administrator, Consulting (general) | $234,109 |
| Ubs Financial Services | Investment advisory (plan), Other fees | $155,433 |
| Ufcw Local 1500 Building, Inc | Other services | $53,200 |
| Citrin Cooperman & Company Llp | Accounting | $16,344 |
| Segal Company | Consulting (pension) | $11,000 |
| Colleran, O'hara & Mills Llp | Legal | $5,882 |
| Ajv Llc | Recordkeeping | $5,708 |