# Board Of Trustees Of The Felra And Ufcw Veba Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-felra-and-ufcw-veba-fund-521036978-501

> Board Of Trustees Of The Felra And Ufcw Veba Fund's Health & Welfare plan: 8,830 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [GROOM LAW GROUP, CHARTERED](https://planprovider.pro/provider/groom-law-group) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-felra-and-ufcw-veba-fund-521036978-501)

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