# Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ufcw-unions-and-employers-legal-assistance-fund-581370485-502

> Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund's Health & Welfare plan: 15,695 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund

- **Sponsor EIN:** 581370485

- **Sponsor Address:** 1740 PHOENIX PARKWAY, ATLANTA, GA, 30249

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 15,695

- **Total Assets:** $637,951

## 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|15,695|$637,951|$1.5M|$0|

| 2023|13,070|$908,806|$1.5M|$0|

| 2022|15,467|$911,456|$1.1M|$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|

| LISA HEATH|Other Service Provider|$201,339|—|$201,339|

| HADLEY RECOR|Other Service Provider|$124,095|—|$124,095|

| MARK HINDS|Other Service Provider|$116,280|—|$116,280|

| MYIA ROBINSON|Other Service Provider|$107,856|—|$107,856|

| STANLEY JOHNSON|Other Service Provider|$96,296|—|$96,296|

| UFCW BENEFITS ADMINISTRATION LLC|Recordkeeper|$82,201|—|$82,201|

| SLEVIN & HART|ERISA Attorney|$77,024|—|$77,024|

| CHARBE DUNCAN|Other Service Provider|$67,757|—|$67,757|

| MONZERRATH MEDINA|Other Service Provider|$50,468|—|$50,468|

| TAYLOR GRAY|Other Service Provider|$45,429|—|$45,429|

| ANGELA DAVIS|Other Service Provider|$35,560|—|$35,560|

| CALIBRE CPA GROUP, PLLC|Auditor|$34,267|—|$34,267|

| BRITTANY LUCAS|Other Service Provider|$32,397|—|$32,397|

| MICHELLE HOLLIDAY|Other Service Provider|$28,492|—|$28,492|

| J. PR & ASSOCIATES|Other Service Provider|$10,910|—|$10,910|

| BHA CONSULTING|Other Service Provider|$5,617|—|$5,617|

### Verified Provider Profiles

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

- [SLEVIN & HART](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,115,988

- **Estimated Expense Ratio:** 174.933% 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|$514,025|—|$82,201|$34,267|—|

| 2023|$481,543|—|—|$21,071|—|

| 2022|$472,590|—|—|—|$111,351|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-ufcw-unions-and-employers-legal-assistance-fund-581370485-502)

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