# Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-rocky-mountain-ufcw-pension-plan-c-o-zenith-american-s-plan

> Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S's DB plan: 38,650 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S

- **Sponsor EIN:** 846045986

- **Sponsor Address:** 5511 W. 56TH AVE, ARVADA, CO, 80002

- **Plan Type:** DB

- **Total Participants:** 38,650

- **Total Assets:** $1.3B

## 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|38,650|$1.3B|$44.4M|$0|

| 2023|38,340|$1.3B|$45.6M|$0|

| 2022|39,434|$1.2B|$46.4M|$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|

| ZENITH AMERICAN SOLUTIONS|NONE|$965,143|—|$965,143|

| JP MORGAN INVESTMENT MGMT, INC.|NONE|$758,636|—|$758,636|

| THE SEGAL COMPANY, INC|NONE|$499,498|—|$499,498|

| BNY MELLON INVEST ADVISORS|NONE|$489,979|—|$489,979|

| HORIZON ACTUARIAL SERVICES, LLC|NONE|$372,173|—|$372,173|

| LOOMIS SAYLES & COMPANY LP|NONE|$361,101|—|$361,101|

| TIMESSQUARE CAPITAL MGMT LLC|NONE|$337,088|—|$337,088|

| SEGAL MARCO ADVISORS|NONE|$321,250|—|$321,250|

| BRANDYWINE INVESTMENT MGMT, LLC|NONE|$251,285|—|$251,285|

| HAMILTON LANE ADVISORS, LLC|NONE|$214,198|—|$214,198|

| SEGALL BRYANT & HAMILL, LLC|NONE|$175,696|—|$175,696|

| LEGACY PROFESSIONALS LLP|NONE|$143,509|—|$143,509|

| LAZARD ASSET MANAGEMENT LLC|NONE|$130,820|—|$130,820|

| REINHART BOERNER VAN DEUREN, SC|NONE|$112,420|—|$112,420|

| NORTHERN TRUST COMPANY|NONE|$69,707|—|$69,707|

| MIDWEST INSTITUTIONAL TRUST COMPANY|NONE|$62,578|—|$62,578|

| PNC BANK|NONE|$39,744|—|$39,744|

| SPENCER FANE, LLP|NONE|$28,400|—|$28,400|

| SEGAL SELECT INSURANCE SERVICES|NONE|—|$27,340|$27,340|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN INVESTMENT MGMT, INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [SPENCER FANE, LLP](https://planprovider.pro/provider/spencer-fane-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,360,565

- **Estimated Expense Ratio:** 0.415% 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|$7,217,145|$3,073,250|$682,809|$116,566|—|

| 2023|$7,422,972|$3,456,156|$682,440|$110,512|—|

| 2022|$7,373,981|$3,824,696|$683,322|—|$1,047,347|

## Similar Plans

- [Vitamin Cottage Natural Food Markets, INC.](https://planprovider.pro/companies/vitamin-cottage-natural-food-markets-inc-401k-plan) — 3,904 participants

- [Clark'S Market, INC.](https://planprovider.pro/companies/clark-s-market-inc-401k-plan) — 622 participants

- [Leevers Supermarkets, INC.](https://planprovider.pro/companies/leevers-supermarkets-inc-401k-plan) — 553 participants

- [The Greenhouse Corporation](https://planprovider.pro/companies/the-greenhouse-corporation-401k-plan) — 5 participants

- [Dcorp](https://planprovider.pro/companies/dcorp-401k-plan) — 2 participants

- [Nickal Dreams, INC.](https://planprovider.pro/companies/nickal-dreams-inc-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-rocky-mountain-ufcw-pension-plan-c-o-zenith-american-s-plan)

© 2026 PlanProvider.Pro