Ufcw Intl Union Pension Plan For Employees
Sponsored by Executive Committee Of The U.F.C.W Intl Union · EIN 812741678 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 2,086
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Boston Investment Trust Management, Inc. CRD 139446 | fuzzy_auto · 93% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Fuller & Thaler Asset Management Inc CRD 107033 | fuzzy_auto · 98% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 96% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Food And Commercial Workers | Plan administrator | $671,860 |
| Bell Asset Management Limited | Investment management fees (direct) | $571,370 |
| Hardman Johnston | Investment management | $401,828 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $381,138 |
| Loomis Sayles | Investment management fees (direct) | $358,212 |
| Segal Marco Advisors | Investment advisory (plan) | $307,540 |
| American Realty Advisors | Investment management | $300,587 |
| Boston Trust & Investment Managemen | Trustee (institutional), Trustee (discretionary), Investment management | $286,530 |
| Comerica | Custodial (securities), Other services, Shareholder servicing fees | $285,403 |
| Cheiron Inc. | Consulting (pension), Direct payment from the plan, Actuarial | $241,715 |
| Sterling United Properties | Investment management | $225,471 |
| Intercontinental Real Estate Corp | Investment management | $218,745 |
| Fuller & Thaler Asset Management | Investment management, Soft dollars commissions, Investment management fees (direct) | $203,384 |
| Lord Abbett & Co | Soft dollars commissions, Investment management fees (direct) | $165,548 |
| Pacific Investment Managers | Investment advisory (plan) | $158,861 |
| Slevin & Hart | Legal | $153,538 |
| Dana Investment Advisors | Investment management, Investment management fees (direct), Soft dollars commissions | $126,464 |
| Calibre Cpa Group Pllc | Accounting | $109,074 |
| Blackrock Financial Management | Investment management, Investment management fees (direct), Direct payment from the plan | $94,603 |
| National Investment Services, Inc. | Investment management, Investment management fees (direct) | $86,376 |
| State Street Global | Custodial (securities), Investment management fees (direct), Non-monetary compensation | $46,928 |
| Entrust Partners Llc | Investment management fees (direct) | $31,925 |