# Board Of Trustees Of The Ufcw H&W Fund Of Ne PA Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-ufcw-h-w-fund-of-ne-pa-237428852-501

> Board Of Trustees Of The Ufcw H&W Fund Of Ne PA's Health & Welfare plan: 1,873 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/willig-williams-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-ufcw-h-w-fund-of-ne-pa-237428852-501)

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