Board Of Trustees, Ufcw Investment Savings Plan And 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees, Ufcw Investment Savings Plan And 401(k) Plan Facts

Plan name
UFCW INVESTMENT SAVINGS PLAN AND TRUST
Plan type
401(k) and profit sharing
Plan sponsor
BOARD OF TRUSTEES, UFCW INVESTMENT SAVINGS PLAN AND
Participants
3,155 (3,116 active employees)
Former employees with a balance
250
Plan assets
$36,505,627 at Dec 31, 2024
Average account balance
$10,845 across 3,366 accounts
Employer contributions
$1,576,955 in plan year 2024 (62% of all contributions)
Recordkeeper
John Hancock Retirement Plan Svcs
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 1997
— Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.54 million went into the plan in contributions, $1.58 million of it from the employer (62%).
  • $2.32 million was paid out to participants.
  • Investment and other income added $4.39 million.
  • Administrative expenses were $219,085, about $65 per account.

How the Board Of Trustees, Ufcw Investment Savings Plan And 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,543$27.4 million$818,286$1.67 million
20202,431$30.5 million$639,574$1.41 million
20212,384$33.2 million$1.05 million$3.67 million
20222,968$27.6 million$860,314$1.86 million
20232,973$32.1 million$1.08 million$1.82 million
20243,155$36.5 million$1.58 million$2.32 million

Board Of Trustees, Ufcw Investment Savings Plan And 401(k) Contact Information

Phone
866-796-7623
Mailing address
12205 SW TUALATIN RD STE 200, TUALATIN OR 97062
Plan sponsor
BOARD OF TRUSTEES, UFCW INVESTMENT SAVINGS PLAN AND
Employer identification number (EIN)
91-1852794
Plan number
001

Questions about the Board Of Trustees, Ufcw Investment Savings Plan And 401(k)

Does Board Of Trustees, Ufcw Investment Savings Plan And contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $1.58 million in employer contributions for plan year 2024.

Does the Board Of Trustees, Ufcw Investment Savings Plan And 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Board Of Trustees, Ufcw Investment Savings Plan And 401(k) plan?

3,155 participants at the start of plan year 2024, 3,116 of them active employees, and 250 former employees who still had money in the plan.

What is the average 401(k) balance at Board Of Trustees, Ufcw Investment Savings Plan And?

About $10,845 per account: $36.5 million in plan assets across 3,366 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees, Ufcw Investment Savings Plan And 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK RETIREMENT PLAN SVCS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees, Ufcw Investment Savings Plan And. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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