# Warehouse Employees Union Local No. 730 Pension Trust Fund

Warehouse Employees Union Local No. 730 Pension Trust Fund is a Pension Fund based in Sparks, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Sparks, United States
- **Region:** North America
- **Address:** United States
- **Founded:** 1965
- **Assets under management:** Undisclosed
- **Website:** https://associated-admin.com/?page_id=54
- **LinkedIn:** linkedin.com/company/warehouse-employees-union-local-no-730-and-contributing-companies-pre

## Regulatory record

- **Reports private funds:** No

## About

The Warehouse Employees Union Local No. 730 Pension Trust Fund operates as a multi-employer defined-benefit plan under the Taft-Hartley Act, drawing contributions from unionized grocery and distribution employers across the Mid-Atlantic. Administered by Associated Administrators, LLC, the fund serves members of Teamsters Local 730 and publishes annual funding notices detailing its financial position — a regulatory obligation that makes its actuarial health a matter of public record. Ritchie Brooks, who leads both the union local and the fund's board, anchors governance in the labor-management trustee structure standard for such plans. The fund's strategy rests on a traditional pension allocation split across income-producing real estate, private equity, and opportunistic sleeves. Its directly held real estate portfolio skews industrial — warehouse distribution centers that echo the membership's own work — located in the United States. The private equity allocation gives the fund exposure to manager-led buyout and growth strategies, though the fund does not publicly name its GP relationships or fund commitments. The fund's scale is not publicly disclosed, and no AUM figure appears in ERISA filings or labor-department records in a reliably citable form. Contributing employers named on the Board of Trustees include Safeway Inc., Giant Food, Ahold USA, and Eight O'Clock Coffee, which together sketch a grocery-and-distribution corridor from the northeastern seaboard into the mid-Atlantic. No separate investment team is publicly named — oversight runs through the full Board of Trustees, with administrative and possibly investment-consulting support from Associated Administrators. The structural differentiator is the fund's multi-employer pooling architecture itself. Unlike a single-sponsor corporate pension, the Local 730 fund draws on multiple unaffiliated employers under a single collective-bargaining umbrella, insulating participant benefits from any one company's failure — a design that survived the Ahold and Safeway corporate restructurings without interrupting contribution streams. The Board includes both labor and management trustees, a governance model that slows rapid strategy shifts but aligns investment policy with the career profile of warehouse workers whose retirements depend on the monthly check.

## Sectors

- Real Estate
- Private Equity

## People

- Ritchie Brooks — Administrator

## Questions

### Is the fund a single-employer plan or a multi-employer Taft-Hartley plan?

It is a multi-employer Taft-Hartley defined-benefit pension plan. Contributions flow from multiple unrelated grocery and distribution employers under collective bargaining agreements with Teamsters Local 730. This structure provides portability for workers who move between participating employers and creates a pooled-risk profile that differs materially from single-sponsor corporate plans — the fund's solvency is tied to the overall health of the unionized grocery supply chain, not to any one company's balance sheet.

### How is the fund's financial health monitored by participants and regulators?

As a plan with critical-status obligations, the fund issues annual funding notices to participants that disclose its funded percentage, zone status under the Pension Protection Act, and any rehabilitation plan in effect. These notices are public records under ERISA and offer the most detailed window into the fund's actuarial health. The Board of Trustees also publishes summary plan descriptions and periodic benefit statements.

## Related profiles

- [Warehouse Employees Local No. 570 Pension Fund](https://altss.com/profile/warehouse-employees-local-no-570-pension-fund)
- [Warehouse Pension Fund](https://altss.com/profile/warehouse-pension-fund)

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Last updated: 2026-08-11T02:43:31.692Z

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