Pension Fund

Colorado UFCW Unions and Employers Pension Plan

The Colorado UFCW Unions and Employers Pension Plan is a multi-employer pension fund that provides retirement benefits to eligible employees represented by the United Food and Commercial Workers Union in Colorado.

Headquarters
Denver, Colorado, United States
Asset Classes
EquitiesFixed IncomeReal EstatePrivate Equity

Colorado UFCW Unions and Employers Pension Plan Investor Profile

The Colorado UFCW Unions and Employers Pension Plan is a multi-employer pension fund headquartered in Denver, Colorado, United States. It provides retirement benefits to eligible employees represented by the United Food and Commercial Workers Union in Colorado. As a pension fund, its primary role is to offer defined benefit pensions for retirement security, operating under the Employee Retirement Income Security Act (ERISA) and governed by Taft-Hartley regulations. The assets under management are not specified in available records, so details on its scale remain unclear.

Investment Strategy

The Colorado UFCW Unions and Employers Pension Plan allocates investments across several asset classes, including Equities, Fixed Income, Real Estate, and Private Equity. As a multi-employer pension fund, it focuses on providing defined benefit pensions to ensure retirement security for its members. The plan is administered by a joint board of trustees representing both unions and employers, which oversees investments in line with ERISA requirements. This diversified approach across traditional and alternative asset classes supports the fund’s commitment to long-term stability for participants.

Private Markets Approach

The plan includes Private Equity as one of its asset classes, indicating an interest in alternative investments alongside Equities, Fixed Income, and Real Estate. Specific details on the allocation to private markets or strategies within Private Equity are not available. As a pension fund governed by Taft-Hartley regulations, its approach to private markets is likely integrated into broader efforts to manage risks and achieve returns that support retirement benefits.

How Fund Managers Should Approach

Fund managers interested in partnering with the Colorado UFCW Unions and Employers Pension Plan should recognize its status as a multi-employer pension fund under ERISA and Taft-Hartley regulations. Approaches should align with the plan’s focus on retirement security for members of the United Food and Commercial Workers Union and their employers in Colorado. Given that it is administered by a joint board of trustees, proposals must emphasize stability and compliance with regulatory standards, particularly in asset classes like Equities, Fixed Income, Real Estate, and Private Equity.

Frequently Asked Questions

  1. What type of pension plan is the Colorado UFCW Unions and Employers Pension Plan?
    It is a multi-employer pension plan governed by Taft-Hartley regulations.

  2. Who does the plan serve?
    It serves members of the United Food and Commercial Workers Union and their employers in Colorado.

  3. How is the plan administered?
    It is administered by a joint board of trustees representing both unions and employers.

(Word count: 452)

FAQ

Frequently Asked Questions

What type of pension plan is the Colorado UFCW Unions and Employers Pension Plan?

It is a multi-employer pension plan governed by Taft-Hartley regulations.

Who does the plan serve?

It serves members of the United Food and Commercial Workers Union and their employers in Colorado.

How is the plan administered?

It is administered by a joint board of trustees representing both unions and employers.

Raising a fund?

PipelineRoad matches GPs with active allocators.

Book a Call