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Southern California United Food and Commercial Workers Unions and Food Employers Joint Benefit Funds
Andrea Zinder administers the $5.0B Southern California UFCW Unions & Food Employers pension, a multiemployer fund serving grocery workers since 1957.
Southern California United Food and Commercial Workers Unions and Food Employers Joint Benefit Funds
The Southern California United Food and Commercial Workers Unions and Food Employers Joint Benefit Funds was established in 1957 as a multiemployer defined-benefit plan. Trustee and Plan Administrator Andrea Zinder, who also serves as President of UFCW Local 324, oversees the fund alongside trustees from UFCW Local 770 and contributing employers such as Ralphs Grocery Company. The fund provides retirement, disability, and death benefits to eligible members of Southern California local unions affiliated with the United Food and Commercial Workers International Union. The investment strategy spans buyout, direct secondaries, distressed debt, and venture capital across seed to late-stage, plus mezzanine, natural resources, and fund-of-fund commitments. The portfolio includes direct real estate ownership of commercial and mixed-use properties: the fund’s own headquarters at 6425 Katella Avenue in Cypress, and office buildings at 616 and 630 Shatto Place in Los Angeles. Additional holdings include properties on Belle Porte Avenue in Harbor City and Camarillo Springs Road in Camarillo. The fund operates from a single headquarters in Cypress, California, and participates in the International Foundation of Employee Benefit Plans, a standard industry association for multiemployer funds. It also administers the UFCW Unions and Food Employers Scholarship Fund, which supports educational benefits for participants and their families. Known contributing employers include Ralphs Grocery Company, reflecting the fund’s deep ties to the Southern California food retail and processing sectors. The fund’s structural differentiator is its dual role as both an institutional asset owner and a direct real estate operator — it manages its own headquarters plus a portfolio of income-producing commercial properties in Los Angeles and Ventura counties, blending pension administration with hands-on real asset management under a union-employer trustee model.
General information
Firm type
Pension Fund
Year founded
1957
AUM
$5.0B (Altss estimate)
Location
Region
North America
Country
United States
City
Cypress
Corporate office
6425 Katella Avenue, Cypress, CA 90630, United States
Principals
Andrea Zinder
Trustee, President of UFCW Local 324 and Plan Administrator
Kathy Finn
Trustee, President of UFCW Local 770
Daniel Garcia
Trustee, Secretary-Treasurer of UFCW Local 770
Brent Bohn
Trustee, Plan Sponsor representative
Frank Jorgensen
Trustee, Employer representative
Sector focus
Frequently asked questions
Who runs investment decisions at Southern California UFCW Unions and Food Employers?
Investment oversight rests with a board of trustees representing both union and employer interests. Andrea Zinder, President of UFCW Local 324, serves as Plan Administrator and trustee. Union-side trustees include Kathy Finn and Daniel Garcia from UFCW Local 770, while employer-side representation comes from trustees like Frank Jorgensen and Brent Bohn.
What investment stages does the fund target?
The fund covers a broad range from early stage, including seed and start-up, through expansion and late stage. It also participates in buyout, growth, mezzanine, distressed debt, and secondaries across both direct and fund-of-funds structures (per Altss research).
Does the fund invest directly in real estate?
Yes. The fund owns a portfolio of commercial real estate in Southern California, including its own headquarters at 6425 Katella Avenue in Cypress and office buildings at 616 and 630 Shatto Place in Los Angeles. It also holds properties in Harbor City and Camarillo.
How is the fund related to participating unions and employers?
The fund is jointly sponsored by UFCW local unions — including Locals 324 and 770 — and food-industry employers like Ralphs Grocery Company. Contributions are governed by collective bargaining agreements covering grocery, meatpacking, and food processing workers throughout Southern California.
Does the fund maintain structures for member scholarships?
It operates the UFCW Unions and Food Employers Scholarship Fund, which provides educational scholarships. The initiative is separate from the core pension and benefit-plan administration but under the same trustee oversight structure.
What is the fund's known posture on direct versus fund commitments?
The fund engages in both direct investments and fund-of-funds commitments. Its strategy includes direct exposure through real estate and direct secondaries, alongside fund commitments across venture, buyout, mezzanine, and distressed debt strategies (per Altss research).
Who are the contributing employers to the fund?
Ralphs Grocery Company is a named contributing employer. The fund pools contributions from multiple food-industry employers in Southern California who have collective bargaining agreements with UFCW local unions.
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