Ufcw Local 1262 & Employers Pension Fund
Sponsored by Trustees Ufcw Local 1262 Pension Fund · EIN 226074414 · Plan #001
- Total assets
- $1.0B
- Net assets
- $999M
- Active participants
- 4,449
- 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 |
|---|---|---|
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Fred Alger Management, Llc CRD 106750 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 98% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $871,080 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $576,434 |
| Great Lakes Advisors | Investment management, Investment management fees (direct) | $521,864 |
| Fred Alger Management , Inc. | Investment management, Investment management fees (direct) | $440,775 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $333,940 |
| Cheiron, Inc. | Actuarial, Direct payment from the plan | $298,405 |
| Chevy Chase Trust Company | Trustee (individual), Trustee (institutional), Investment management | $229,525 |
| Morgan, Lewis & Bockius, Llp | Legal, Direct payment from the plan | $205,409 |
| Investment Performance Services, Ll | Investment advisory (plan), Direct payment from the plan | $200,000 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $197,147 |
| Robert Geremino | Employee (plan), Direct payment from the plan | $176,956 |
| Ann Marie Schoenig | Employee (plan), Direct payment from the plan | $168,271 |
| Ronald F Uricks | Employee (plan), Direct payment from the plan | $147,846 |
| Ufcw Local 1262 | Plan administrator, Direct payment from the plan | $145,925 |
| Tina Marie Gomez | Employee (plan), Direct payment from the plan | $119,161 |
| Ashley Palencia | Employee (plan), Direct payment from the plan | $117,609 |
| Michael Murray | Employee (plan), Direct payment from the plan | $114,699 |
| Dineen Rodriguez | Employee (plan), Direct payment from the plan | $114,098 |
| Sonya Ivette Rivera | Employee (plan), Direct payment from the plan | $112,242 |
| Adrienne Roake | Employee (plan), Direct payment from the plan | $104,739 |
| Frank M Vaccaro & Associates, Inc. | Plan administrator, Direct payment from the plan | $103,748 |
| Patricia Presto | Employee (plan), Direct payment from the plan | $95,079 |
| Jessica Steinfeld | Employee (plan), Direct payment from the plan | $91,115 |
| Segall,Bryant & Hamill Llc | Investment management, Investment management fees (direct) | $89,401 |
| Wendy Weiss | Employee (plan), Direct payment from the plan | $86,733 |
| Seix Investment Advisors, Llc | Investment management, Investment management fees (direct) | $85,888 |
| Judine Hedge | Employee (plan), Direct payment from the plan | $84,526 |
| Jeanette Pichardo | Employee (plan), Direct payment from the plan | $79,545 |
| Kathleen Delgado | Employee (plan), Direct payment from the plan | $78,594 |
| Sarah Marshall | Employee (plan), Direct payment from the plan | $74,758 |
| Lorraine Lopiccolo | Employee (plan), Direct payment from the plan | $69,134 |
| Us Bank | Custodial (securities), Recordkeeping, Direct payment from the plan | $68,109 |
| Nia Beauvais | Employee (plan), Direct payment from the plan | $64,639 |
| Kaitlin Rodriguez | Employee (plan), Direct payment from the plan | $60,793 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $55,000 |
| Heather A Henderson | Employee (plan), Direct payment from the plan | $52,575 |
| Julia L. Farkas | Employee (plan), Direct payment from the plan | $49,947 |
| Meranze, Katz & Gaudioso | Legal, Direct payment from the plan | $46,651 |
| Kelvin Jones | Employee (plan), Direct payment from the plan | $44,270 |