Trustees of UFCW Unions & Employers Midwest Pension Fund retirement plan: assets, participants and fees
What Trustees of UFCW Unions & Employers Midwest Pension Fund's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Legacy Professionals LLP | Schedule C ↗ |
| Independent auditor | Legacy Professionals, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 23 pension plans in retail trade with 10,000 to 49,999 participants.
| Trustees of UFCW Unions & Employers Midwest Pension Fund: employer contribution per participant | $132 | |
| Peer median | $499 |
| Trustees of UFCW Unions & Employers Midwest Pension Fund: average balance | $58,782 | |
| Peer median | $36,384 |
| Trustees of UFCW Unions & Employers Midwest Pension Fund: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.61% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.9B at the end of plan year 2023 to $2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 33,323 | $2B | $4.4M | $132 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 33,742 | $1.9B | $4.5M | $132 | 0.52% | Not published | Form 5500 ↗ |
Other Trustees of UFCW Unions & Employers Midwest Pension Fund plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Food and Commercial Workers Pension Plan for Salaried Staff
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Trustees of UFCW Unions & Employers Midwest Pension Fund match 401(k) contributions?
The match terms for the United Food and Commercial Workers Unions & Employers Midwest Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $4.4M in employer contributions, about $132 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of UFCW Unions & Employers Midwest Pension Fund 401(k) match vested?
The vesting schedule for the United Food and Commercial Workers Unions & Employers Midwest Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of UFCW Unions & Employers Midwest Pension Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Legacy Professionals LLP. The plan administrator is Trustees of Ufcw Unions & Employers Midwest Pension Fund.
I left Trustees of UFCW Unions & Employers Midwest Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Ufcw Unions & Employers Midwest Pension Fund, (630) 288-6868) or the recordkeeper, Legacy Professionals LLP. The Trustees of UFCW Unions & Employers Midwest Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old Trustees of UFCW Unions & Employers Midwest Pension Fund 401(k)
Data from the public Form 5500 annual reports Trustees of UFCW Unions & Employers Midwest Pension Fund filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trustees of UFCW Unions & Employers Midwest Pension Fund. Not financial advice. Report a correction · Methodology