UFCW LOCAL 5
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2070 of mapped providers
Assets under administration$9.1B0.0%Market share · rank #1279
Fees received$5MMedian $152,600/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical UFCW LOCAL 5 plan look like?
Service mix · median fees per plan
Count of plans where UFCW LOCAL 5 ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Contract AdministratorCode 13 | 2 | $2,374,235 | |
Plan Administrator; Direct payment from the planCode 14 | 2 | $152,600 | |
Other fees; Direct payment from the planCode 50 | 1 | $12,313 |
Competitor overlap
Percent of UFCW LOCAL 5's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under UFCW LOCAL 5.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under UFCW LOCAL 5; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $5M | 10y | - |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | $2.9B | 130,691 | $172,931 | 10y | - |
BOARD OF TRUSTEES UFCW NO. CALIFORNIA FOOD EMPLOYERS JOINT IND ACCOUNTCA · 680161773-002 | $267M | 58,508 | $41,306 | 10y | - |
UFCW PHARMACISTS, CLERKS, AND DRUG EMPLOYER'S PENSION TRUSTCA · 942518312-001 | $186M | 10,074 | $12,313 | 10y | - |
RETAIL CLERKS SPECIALTY STORES PENSION FUNDCA · 946313558-001 | $65M | 1,068 | $152,600 | 10y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into UFCW LOCAL 5.
- UFCW & EMPLOYERS TRUST
- UFCW & EMPLOYERS TRUST, LLC
- UFCW BENEFITS ADMINISTRATION LLC
- UFCW CENTRAL OHIO HEALTH & WELFARE
- UFCW LOCAL #480
- UFCW LOCAL #5
- UFCW LOCAL 1262 PENSION FUND
- UFCW LOCAL 5
- UFCW LOCAL UNION 5
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for UFCW LOCAL 5's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with UFCW LOCAL 5. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent