# Board Of Trustees Of Ufcw Heartland Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ufcw-heartland-pension-fund-plan

> Board Of Trustees Of Ufcw Heartland Pension Fund's DB plan: 394 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 Ufcw Heartland Pension Fund

- **Sponsor EIN:** 316056028

- **Sponsor Address:** 7250 POE AVENUE, SUITE 300, DAYTON, OH, 454142547

- **Plan Type:** DB

- **Total Participants:** 394

- **Total Assets:** $58.7M

## 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|394|$58.7M|$396,757|$0|

| 2023|373|$59.6M|$384,356|$0|

| 2022|554|$60.1M|$408,326|$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|

| HEARTLAND BENEFIT PLAN ADMINISTRATO|NONE|$133,847|—|$133,847|

| REINHART BOERNER VAN DEUREN S.C.|NONE|$76,171|—|$76,171|

| SIKICH CPA LLC|NONE|$59,363|—|$59,363|

| FIFTH THIRD BANK RETIREMENT SERVICE|NONE|$57,463|—|$57,463|

| MARQUETTE ASSOCIATES, INC.|NONE|$35,000|—|$35,000|

| MILLIMAN, INC.|NONE|$32,566|—|$32,566|

| BUCK GLOBAL LLC|NONE|$10,967|—|$10,967|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $405,377

- **Estimated Expense Ratio:** 0.690% 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|$561,723|$95,703|—|$59,363|—|

| 2023|$560,929|$97,712|—|$52,405|—|

| 2022|$520,035|$57,383|—|—|$178,068|

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