Plan Snapshot
- Plan Sponsor: Board Of Trustees Of U.W.M. & M. Pension Fund
- Sponsor EIN: 136596940
- Sponsor Address: 45-06 PEARSON STREET, 2ND FLOOR, LONG ISLAND CITY, NY, 111013512
- Plan Type: DB
- Total Participants: 1,045
- Total Assets: $213.2M
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 | 1,045 | $213.2M | $5.9M | $0 |
| 2023 | 1,030 | $220.3M | $5.5M | $0 |
| 2022 | 1,035 | $223.7M | $5.1M | $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 |
|---|---|---|---|---|
| PRINCIPAL ENHANCED PROPERTY FUND LP | Other Service Provider | $406,040 | — | $406,040 |
| SEGAL COMPANY (EASTERN STATES), INC | Other Service Provider | $216,704 | — | $216,704 |
| FENIMORE ASSET MANAGEMENT, INC. | Other Service Provider | $207,690 | — | $207,690 |
| STACEY BRAUN ASSOCIATES, INC. | Other Service Provider | $176,448 | — | $176,448 |
| ROSANNA FURIO | Other Service Provider | $153,354 | — | $153,354 |
| WHITESTAR ADVISORS, LLC | Other Service Provider | $92,500 | — | $92,500 |
| COLUMBIA MANAGEMENT INVESTMENT ADVI | Other Service Provider | $91,427 | — | $91,427 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $81,333 | — | $81,333 |
| PROSKAUER ROSE LLP | ERISA Attorney | $80,000 | — | $80,000 |
| REYNOLDS CONSULTING SERVICES, LLC | Other Service Provider | $72,898 | — | $72,898 |
| WEAVER AND TIDWELL LLP | Auditor | $67,000 | — | $67,000 |
| MARK TORRES | Other Service Provider | $63,789 | — | $63,789 |
| ULLICO INVESTMENT ADVISORS INC | Other Service Provider | $58,209 | — | $58,209 |
| WILLIAM ALEXANDER | Other Service Provider | $57,833 | — | $57,833 |
| BARNES, IACCARINO & SHEPHERD LLP | Other Service Provider | $52,800 | — | $52,800 |
| FRANCESCO LIRANI | Other Service Provider | $43,109 | — | $43,109 |
| STEPHEN GARRIQUES | Other Service Provider | $40,191 | — | $40,191 |
| EUFEMIO RODRIGUEZ | Other Service Provider | $34,760 | — | $34,760 |
| KATTIA SANTANA | Other Service Provider | $34,374 | — | $34,374 |
| WANDA LOZANO | Other Service Provider | $26,032 | — | $26,032 |
| AMALGAMATED BANK | Other Service Provider | $22,685 | — | $22,685 |
| GREGORY HOLLOMAN | Other Service Provider | $18,267 | — | $18,267 |
| LORRAINE BUONACORE | Recordkeeper | $16,983 | — | $16,983 |
| ROY BARNES, ESQ. PLLC | Other Service Provider | $15,406 | — | $15,406 |
| COUNSEL ADVISORS INC | Other Service Provider | $15,010 | — | $15,010 |
| REBECCA BROWN | Other Service Provider | $11,432 | — | $11,432 |
| LITTLER MENDELSON PLLC | Other Service Provider | $6,863 | — | $6,863 |
| JOANNA NAPOLI | Other Service Provider | $5,525 | — | $5,525 |
| MATT SCHER | Other Service Provider | $5,407 | — | $5,407 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROSKAUER ROSE LLP — ERISA Attorney
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,174,069
- Estimated Expense Ratio: 1.020% 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 | $2,626,373 | $1,186,545 | — | $68,667 | — |
| 2023 | $2,586,019 | $1,175,245 | — | $68,667 | — |
| 2022 | $3,573,865 | $1,232,830 | — | — | $329,974 |