UFCW International Union Industry Pension Fund vs State Universities Retirement System of Illinois (SURS)
Side-by-side pension health comparison from DOL and public plan data
UFCW International Union Industry Pension Fund and State Universities Retirement System of Illinois (SURS) are meaningfully apart on the LakeQuality pension-health rubric: UFCW International Union Industry Pension Fund grades A while State Universities Retirement System of Illinois (SURS) grades D. Funding ratios: 86% vs 44%.
UFCW International Union Industry Pension Fund comes out ahead on the composite rubric. For a participant in either plan, the spread is informative but not directly actionable — pension participation is not portable, so the relevant question is what each plan's funded-status trajectory means for that participant's benefit security.
Verdict
UFCW International Union Industry Pension Fund has a stronger Pension Health Score of 93/100 (A) compared to State Universities Retirement System of Illinois (SURS) at 42/100 (D). Funding ratios differ by 41.8 percentage points (85.9% vs 44.1%). UFCW International Union Industry Pension Fund covers 365,494 participants.
| Metric | UFCW International Union Industry Pension Fund | State Universities Retirement System of Illinois (SURS) |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 93/100 (A)* | 42/100 (D) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 85.9%* | 44.1% |
| Total Assets | $5.2B | $22.5B |
| Total Liabilities | $6.0B* | $51.0B |
| Unfunded Liability | $848.9M* | $28.5B |
| Participants | 365,494 | 218,000 |
| 1-Year Investment Return | 4.8% | 5.1%* |
| Plan Type | multiemployer | public |
| PBGC Risk Level | low | critical |
| Sponsor | UFCW International | State of Illinois |
UFCW International Union Industry Pension Fund has a stronger Pension Health Score of 93/100 (A) compared to State Universities Retirement System of Illinois (SURS) at 42/100 (D). Funding ratios differ by 41.8 percentage points (85.9% vs 44.1%). UFCW International Union Industry Pension Fund covers 365,494 participants.