# Board Of Trustees, Desert States Employers & Ufcw DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-desert-states-employers-ufcw-plan

> Board Of Trustees, Desert States Employers & Ufcw's DB plan: 24,360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Desert States Employers & Ufcw

- **Sponsor EIN:** 846277982

- **Sponsor Address:** 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 85027

- **Plan Type:** DB

- **Total Participants:** 24,360

- **Total Assets:** $1.0B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|24,360|$1.0B|$30.8M|$0|

| 2023|24,099|$1.0B|$32.7M|$0|

| 2022|19,139|$960.3M|$31.1M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SOUTHWEST SERVICE ADMINISTRATORS|NONE|$911,802|—|$911,802|

| NEW ENGLAND PENSION CONSULTANTS|NONE|$646,212|—|$646,212|

| THE NORTHERN TRUST BANK|NONE|$459,548|—|$459,548|

| BNY MELLON|NONE|$348,495|—|$348,495|

| ULLICO INVESTMENT ADVISORS INC|NONE|$267,486|—|$267,486|

| THE SEGAL COMPANY|NONE|$216,833|—|$216,833|

| MILLER KAPLAN ARASE LLP|NONE|$212,580|—|$212,580|

| HORIZON ACTUARIAL SERVICES, LLC|NONE|$203,011|—|$203,011|

| WEDGE CAPITAL MANAGEMENT|NONE|$189,359|—|$189,359|

| JP MORGAN ASSET MANAGEMENT|NONE|$172,400|—|$172,400|

| LSV|NONE|$142,439|—|$142,439|

| FOUNDRY MICROCAP|NONE|$128,500|—|$128,500|

| LETTERSTREAM|NONE|$116,937|—|$116,937|

| PARAMETRIC PORTFOLIO ASSOCIATES LLC|NONE|$100,273|—|$100,273|

| PRUDENTIAL INSURANCE CO|NONE|$87,793|—|$87,793|

| LORD ABBETT & CO. LLC|NONE|$84,835|—|$84,835|

| NATIONAL INVT SVCS OF AMERICA LLC|NONE|$78,460|—|$78,460|

| REINHART BOERNER VAN DUREN S.C.|NONE|$73,251|—|$73,251|

| CAPITAL TRUST FINANCIAL ADVISORS|NONE|$70,000|—|$70,000|

| ULLICO SEPARATE ACCOUNT J|NONE|$60,238|—|$60,238|

| MCCRACKEN STEMERMAN & HOLSBERRY, LL|NONE|$23,725|—|$23,725|

| FRSECURE|NONE|$8,125|—|$8,125|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [JP MORGAN ASSET MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PRUDENTIAL INSURANCE CO](https://planprovider.pro/provider/empower) — NONE

- [ULLICO SEPARATE ACCOUNT J](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,602,302

- **Estimated Expense Ratio:** 0.443% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$6,992,325|$2,376,651|$911,802|$125,000|—|

| 2023|$6,190,906|$2,134,273|$790,879|$125,000|—|

| 2022|$6,682,675|$2,546,972|$855,233|—|$931,695|

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