Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Felra And Ufcw Veba Fund
- Sponsor EIN: 521036978
- Sponsor Address: 911 RIDGEBROOK RD, SPARKS, MD, 211529459
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 8,830
- Total Assets: $34.6M
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 | 8,830 | $34.6M | $135.1M | $3.5M |
| 2023 | 9,158 | $28.4M | $122.7M | $3.8M |
| 2022 | 9,638 | $29.4M | $120.4M | $3.9M |
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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS, LLC | Other Service Provider | $5,639,568 | — | $5,639,568 |
| AKMAN AND ASSOCIATES | Other Service Provider | $2,776,768 | — | $2,776,768 |
| MEDCO HEALTH SOLUTIONS | Other Service Provider | $1,517,857 | — | $1,517,857 |
| CONIFER VALUE-BASED CARE LLC | Other Service Provider | $797,978 | — | $797,978 |
| CAREFIRST OF MARYLAND, INC. | Other Service Provider | $504,124 | — | $504,124 |
| CARELON BEHAVIORAL HEALTH, INC. | Other Service Provider | $360,000 | — | $360,000 |
| SLEVIN & HART, P.C. | ERISA Attorney | $167,139 | — | $167,139 |
| DOYLE PRINTING AND OFFSET CO., INC. | Other Service Provider | $124,892 | — | $124,892 |
| NATIONAL ACCOUNT SERVICE CO., LLC | Other Service Provider | — | $108,442 | $108,442 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $102,054 | — | $102,054 |
| PRESCRIPTION CARE MANAGEMENT, LLC | Other Service Provider | $101,924 | — | $101,924 |
| CHEIRON, INC. | Other Service Provider | $94,940 | — | $94,940 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $55,000 | — | $55,000 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $29,023 | — | $29,023 |
| WOODARD INSURANCE AGENCY | Other Service Provider | $28,134 | — | $28,134 |
| SCHMITZ PRESS | Other Service Provider | $15,187 | — | $15,187 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $14,368 | $14,368 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, P.C. — ERISA Attorney
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,437,398
- Estimated Expense Ratio: 35.927% 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 | $9,882,248 | $58,219 | $3,650,206 | — | — |
| 2023 | $9,973,833 | $56,346 | $3,464,231 | $90,831 | — |
| 2022 | $9,805,094 | $71,970 | $3,493,248 | — | $5,941,767 |