Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Ufcw H&W Fund Of Ne PA
- Sponsor EIN: 237428852
- Sponsor Address: 3031B WALTON ROAD, PLYMOUTH MEETING, PA, 194622388
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,873
- Total Assets: $25.1M
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 | 1,873 | $25.1M | $23.2M | $21,311 |
| 2023 | 1,876 | $22.1M | $25.0M | $16,291 |
| 2022 | 1,963 | $16.0M | $23.9M | $53,991 |
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 |
|---|---|---|---|---|
| HEALTHCARE STRATEGIES, INC | Other Service Provider | $271,384 | — | $271,384 |
| GEISINGER QUALITY OPTIONS | Other Service Provider | $143,041 | — | $143,041 |
| PHILADELPHIA TRUST COMPANY | Other Service Provider | $69,779 | — | $69,779 |
| BOLTON PARTNERS NORTHEAST, INC | Other Service Provider | $62,500 | — | $62,500 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $43,095 | — | $43,095 |
| ALAN ROSS & COMPANY, PC | Other Service Provider | $22,200 | — | $22,200 |
| OPTUM RX | Other Service Provider | $15,257 | — | $15,257 |
| EYEMED | Other Service Provider | $7,115 | — | $7,115 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $634,371
- Estimated Expense Ratio: 2.532% 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 | $1,734,547 | $69,779 | $271,384 | $22,200 | — |
| 2023 | $1,730,899 | $40,307 | $258,386 | $21,000 | — |
| 2022 | $563,521 | $19,653 | $231,599 | — | $125,650 |