Ufcw Union Local 919 & Contributing Employers' Food Pension Fund
Sponsored by Ufcw Union Local 919 & Contributing Empl Pension · EIN 061065206 · Plan #001
- Total assets
- $470M
- Net assets
- $470M
- Active participants
- 4,271
- 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 |
|---|---|---|
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Siguler Guff Advisers Llc CRD 106788 | fuzzy_auto · 95% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
| Rock Creek Group Llc CRD 125409 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Constitution Capital Equity Partners Lp CRD 147248 | fuzzy_auto · 94% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 94% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Merganser Capital Management, Llc CRD 169258 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Company | Actuarial, Consulting (pension), Direct payment from the plan | $302,009 |
| Panagora Asset Management | Investment management, Investment management fees (direct), Soft dollars commissions | $246,175 |
| Sterling Organization Llc | Investment management, Investment management fees (direct) | $186,238 |
| Lsv Asset Management Intrnational | Investment management, Investment management fees (direct) | $178,043 |
| Wedge Capital Management | Investment management, Investment management fees (direct) | $165,577 |
| Western Asset Management | Investment management, Investment management fees (indirect) | $152,189 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $145,000 |
| Bny Mellon | Investment management, Investment management fees (direct) | $136,290 |
| Prudential Insurance Company | Investment management, Investment management fees (direct) | $98,391 |
| Intercontinental Re Corp. | Investment management, Investment management fees (direct) | $91,765 |
| Loomis Sayles & Company, L.P. | Investment management, Investment management fees (direct) | $79,419 |
| Employee 3 | Employee (plan), Direct payment from the plan | $78,744 |
| Semo Law Group | Legal, Direct payment from the plan | $69,600 |
| Merganser Capital Management | Investment management, Investment management fees (direct) | $43,435 |
| Employee 6 | Employee (plan), Direct payment from the plan | $39,157 |
| Employee 4 | Employee (plan), Direct payment from the plan | $38,371 |
| Employee 5 | Employee (plan), Direct payment from the plan | $38,371 |
| Employee 1 | Employee (plan), Direct payment from the plan | $38,240 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $36,432 |
| Employee 2 | Employee (plan), Direct payment from the plan | $26,273 |
| Bridgeway Benefit Technologies Llc | Recordkeeping, Direct payment from the plan | $12,789 |
| Automated Data Processing Inc | Other services, Direct payment from the plan | $11,147 |
| Webster Bank | Other services, Direct payment from the plan | $9,629 |
| Amalgamated Bank | Investment management, Investment management fees (direct) | $7,596 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| Constitution Capital Partners, Llc | Investment management, Investment management fees (indirect) | $0 |
| New Tower Trust Company | Investment management, Investment management fees (indirect) | $0 |
| Rock Creek Group | Investment management, Investment management fees (indirect) | $0 |
| Sigular Guff Advisers, Llc | Investment management, Investment management fees (indirect) | $0 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |