# Board Of Trustees Of U.W.M. & M. Pension Fund DB Plan Source: https://planprovider.pro/companies/board-of-trustees-of-u-w-m-m-pension-fund-plan > Board Of Trustees Of U.W.M. & M. Pension Fund's DB plan: 1,045 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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|PROV SRVS REL EBP|$406,040|—|$406,040| | SEGAL COMPANY (EASTERN STATES), INC|PROVIDES SRVS FOR REL EBP|$216,704|—|$216,704| | FENIMORE ASSET MANAGEMENT, INC.|PROVIDES SRVS FOR REL EBP|$207,690|—|$207,690| | STACEY BRAUN ASSOCIATES, INC.|PROV SRVS REL ORG & EBP|$176,448|—|$176,448| | ROSANNA FURIO|REL EMPLOYEE BEN PLAN|$153,354|—|$153,354| | WHITESTAR ADVISORS, LLC|PROVIDES SRVS FOR REL EBP|$92,500|—|$92,500| | COLUMBIA MANAGEMENT INVESTMENT ADVI|PROV SRVS REL EBP|$91,427|—|$91,427| | LOOMIS SAYLES TRUST COMPANY|PROV SRVS FOR RELATED EBP|$81,333|—|$81,333| | PROSKAUER ROSE LLP|PROVIDES SRVS FOR REL EBP|$80,000|—|$80,000| | REYNOLDS CONSULTING SERVICES, LLC|PROVIDES SRVS FOR REL EBP|$72,898|—|$72,898| | WEAVER AND TIDWELL LLP|PROV SRVS REL ORG & EBP|$67,000|—|$67,000| | MARK TORRES|PROV SRVS REL ORG & EBP|$63,789|—|$63,789| | ULLICO INVESTMENT ADVISORS INC|PROV SRVS FOR RELATED EBP|$58,209|—|$58,209| | WILLIAM ALEXANDER|REL EMPLOYEE BEN PLAN|$57,833|—|$57,833| | BARNES, IACCARINO & SHEPHERD LLP|PROVIDES SRVS FOR REL EBP|$52,800|—|$52,800| | FRANCESCO LIRANI|REL EMPLOYEE BEN PLAN|$43,109|—|$43,109| | STEPHEN GARRIQUES|PROV SRVS REL ORG & EBP|$40,191|—|$40,191| | EUFEMIO RODRIGUEZ|REL EMPLOYEE BEN PLAN|$34,760|—|$34,760| | KATTIA SANTANA|PROV SRVS REL ORG & EBP|$34,374|—|$34,374| | WANDA LOZANO|REL EMPLOYEE BEN PLAN|$26,032|—|$26,032| | AMALGAMATED BANK|PROV SRVS FOR EBP|$22,685|—|$22,685| | GREGORY HOLLOMAN|PROV SRVS REL ORG & EBP|$18,267|—|$18,267| | LORRAINE BUONACORE|ADMINISTRATOR FOR EBP|$16,983|—|$16,983| | ROY BARNES, ESQ. PLLC|PROVIDES SRVS FOR REL EBP|$15,406|—|$15,406| | COUNSEL ADVISORS INC|PROV SRVS FOR RELATED EBP|$15,010|—|$15,010| | REBECCA BROWN|PROV SRVS REL ORG & EBP|$11,432|—|$11,432| | LITTLER MENDELSON PLLC|PROVIDES SRVS FOR REL EBP|$6,863|—|$6,863| | JOANNA NAPOLI|PROVIDES SRVS FOR REL EBP|$5,525|—|$5,525| | MATT SCHER|PROV SRVS REL ORG & EBP|$5,407|—|$5,407| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — PROVIDES SRVS FOR REL EBP - [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — PROV SRVS REL ORG & EBP ## 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| ## Similar Plans - [Allient INC. 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