# Board Of Trustees, Ufcw No. California Employers Joint Pension Plan DB Plan Source: https://planprovider.pro/companies/board-of-trustees-ufcw-no-calif-employers-joint-pension-plan-plan > Board Of Trustees, Ufcw No. California Employers Joint Pension Plan's DB plan: 39,903 participants, plan year 2024 financials, providers, and benchmarks from… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees, Ufcw No. California Employers Joint Pension Plan - **Sponsor EIN:** 946313554 - **Sponsor Address:** 1000 BURNETT AVE SUITE 110, CONCORD, CA, 94520 - **Plan Type:** DB - **Total Participants:** 39,903 - **Total Assets:** $2.9B ## Key Plan Design Features - **Auto-Enrollment:** No - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** No - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|39,903|$2.9B|$205.5M|$0| | 2023|43,053|$2.9B|$211.5M|$0| | 2022|46,714|$3.0B|$221.1M|$0| ## Service Providers (Schedule C) Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees). | Provider Name| Role| Direct Compensation| Indirect Compensation| Total Fees| | UFCW GROUP ADMINISTATION LLC|SALARIED ADMINISTRATOR|$6,527,307|—|$6,527,307| | ALCENTRA|NONE|—|$2,263,379|$2,263,379| | PINNACLE ASSET MANAGEMENT|NONE|—|$1,229,715|$1,229,715| | KAYNE ANDERSON CAPITAL ADVISORS, LP|NONE|—|$889,826|$889,826| | EIDE BAILLY LLP|NONE|$817,398|—|$817,398| | NEW ENGLAND PENSION CONSULTANTS LLC|NONE|$715,582|—|$715,582| | NORTHERN TRUST|NONE|$639,742|—|$639,742| | HORIZON ACTUARIAL SERVICES|NONE|$624,524|—|$624,524| | HEALTH VELOCITY CAPITAL II, LP|NONE|—|$429,224|$429,224| | SEGAL COMPANY|NONE|$404,699|—|$404,699| | ALL SPRINGS (WELLS CAPITAL)|NONE|$339,010|$20,611|$359,621| | JP MORGAN INVESTMENT MANAGEMENT INC|NONE|$303,507|—|$303,507| | SEGAL, BRYANT & HAMILL, LLC|NONE|$256,132|$17,796|$273,928| | LSV ASSET MANAGEMENT|NONE|$269,961|—|$269,961| | AMERICAN REALTY - GALAXY I & II|NONE|$263,713|—|$263,713| | NIS DYNAMIC|NONE|$214,647|—|$214,647| | BLACKROCK|NONE|$202,388|—|$202,388| | WARBURG PINCUS PRIVATE EQUITY XI,|NONE|—|$181,500|$181,500| | LAZARD EMERGING MARKET|NONE|$175,155|—|$175,155| | UFCW LOCAL #5|SPONSOR|$167,891|—|$167,891| | PARAMETRIC|NONE|$147,927|—|$147,927| | SEYFARTH & SHAW|NONE|$146,250|—|$146,250| | UFCW LOCAL #8|SPONSOR|$121,775|—|$121,775| | MCCRACKEN, STEMMERMAN & HOLLSBERRY|NONE|$83,513|—|$83,513| | UFCW LOCAL #648|SPONSOR|$32,762|—|$32,762| | CALPA ADVISORS LLC|NONE|$30,115|—|$30,115| | WARBURG PINCUS PRIVATE EQUITY X|NONE|—|$13,875|$13,875| | MELLON INVESTMENTS CORPORATION|NONE|$11,131|—|$11,131| | WARBURG PINCUS, LLC|NONE|—|$11,113|$11,113| | JOSEPH AMBROSI|TRUSTEE|$6,890|—|$6,890| | TARA LOCASO|TRUSTEE|$6,304|—|$6,304| | KELLY PRESLEY|TRUSTEE|$6,057|—|$6,057| | PENNY SCHUMACHER|TRUSTEE|$5,880|—|$5,880| | TROY DININ|NONE|$5,270|—|$5,270| | UFCW LOCAL #480|SPONSOR|$5,040|—|$5,040| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [UFCW GROUP ADMINISTATION LLC](https://planprovider.pro/provider/john-hancock) — SALARIED ADMINISTRATOR - [PINNACLE ASSET MANAGEMENT](https://planprovider.pro/provider/pinnacle-asset-management-group-corporation-inc) — NONE - [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — NONE - [NEW ENGLAND PENSION CONSULTANTS LLC](https://planprovider.pro/provider/milliman) — NONE - [SEGAL COMPANY](https://planprovider.pro/provider/milliman) — NONE - [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE - [SEYFARTH & SHAW](https://planprovider.pro/provider/goldman-sachs) — NONE - [JOSEPH AMBROSI](https://planprovider.pro/provider/john-hancock) — TRUSTEE - [TARA LOCASO](https://planprovider.pro/provider/john-hancock) — TRUSTEE - [KELLY PRESLEY](https://planprovider.pro/provider/john-hancock) — TRUSTEE - [PENNY SCHUMACHER](https://planprovider.pro/provider/john-hancock) — TRUSTEE - [TROY DININ](https://planprovider.pro/provider/john-hancock) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $17,587,609 - **Estimated Expense Ratio:** 0.601% of plan assets ### Historical Administrative Expenses Breakdown of administrative expense categories reported on Form 5500 filings. | Year| Total Admin Expenses| Investment Mgmt Fees| Contract Admin Fees| IQPA Audit Fees| Professional Fees| | 2024|$43,308,612|$25,510,758|$6,527,307|$153,993|—| | 2023|$46,031,868|$29,373,631|$6,747,555|$910,594|—| | 2022|$41,460,808|$25,238,822|$6,510,846|—|$3,645,285| ## Similar Plans - [Board Of Trustees Ufcw No. California Food Employers Joint Ind Account](https://planprovider.pro/companies/board-of-trustees-ufcw-no-california-f-joint-individual-account-plan-plan) — 25,465 participants - [Raley'S](https://planprovider.pro/companies/raley-s-401k-plan) — 17,670 participants - [The Save Mart Companies](https://planprovider.pro/companies/the-save-mart-companies-401k-plan) — 11,855 participants - [Smart & Final LLC](https://planprovider.pro/companies/smart-final-llc-401k-plan) — 9,837 participants - [Bodega Latina Corporation](https://planprovider.pro/companies/bodega-latina-dba-el-super-and-fiesta-mart-401k-plan) — 9,200 participants - [Northgate Gonzalez Markets, INC.](https://planprovider.pro/companies/northgate-gonzalez-markets-inc-401k-plan) — 7,889 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ufcw-no-calif-employers-joint-pension-plan-plan) © 2026 PlanProvider.Pro