# Trustees Of Ufcw Int'L Union - Industry Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-ufcw-int-l-union-industry-pension-fund-plan

> Trustees Of Ufcw Int'L Union - Industry Pension Fund's DB plan: 20,984 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ufcw Int'L Union - Industry Pension Fund

- **Sponsor EIN:** 516055922

- **Sponsor Address:** 2625 BUTTERFIELD ROAD, OAK BROOK, IL, 605233417

- **Plan Type:** DB

- **Total Participants:** 20,984

- **Total Assets:** $8.0B

## 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|20,984|$8.0B|$0|$0|

| 2023|20,680|$8.0B|$0|$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|

| CALIBRE CPA GROUP PLLC|Auditor|$516,962|—|$516,962|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $516,962

- **Estimated Expense Ratio:** 0.006% 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|$49,134,482|$20,702,066|$7,696,752|$516,962|—|

| 2023|$70,400,744|$29,456,539|$7,696,752|—|$3,436,584|

## Similar Plans

- [Westerns Smokehouse & Meat Market, LLC](https://planprovider.pro/companies/westerns-smokehouse-meat-market-llc-401k-plan) — 225 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ufcw-int-l-union-industry-pension-fund-plan)

© 2026 PlanProvider.Pro