Plan Snapshot
- Plan Sponsor: Board Of Trustees The Ufcw Unions And Participating Employers Pension
- Sponsor EIN: 526117495
- Sponsor Address: 8400 CORPORATE DRIVE, STE 430, LANDOVER, MD, 207852361
- Plan Type: DB
- Total Participants: 1,655
- Total Assets: $94.8M
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 | 1,655 | $94.8M | $4.3M | $0 |
| 2023 | 1,827 | $101.1M | $5.3M | $0 |
| 2022 | 1,694 | $105.1M | $4.0M | $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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC | Other Service Provider | $691,061 | — | $691,061 |
| CHEIRON INC | Other Service Provider | $124,564 | — | $124,564 |
| SLEVIN HART PC | ERISA Attorney | $107,465 | — | $107,465 |
| INTERCONTINENTAL REAL ESTATE CORPOR | Other Service Provider | $94,925 | — | $94,925 |
| INVESTMENT PERFORMANCE SERVICE | Other Service Provider | $90,000 | — | $90,000 |
| HAMILTON LANE PARTNERS | Other Service Provider | $88,297 | — | $88,297 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $74,639 | — | $74,639 |
| WITHUMSMITH+BROWN | Auditor | $56,150 | — | $56,150 |
| WEDGE CAPITAL MANAGEMENT LP | Other Service Provider | $55,568 | — | $55,568 |
| LOOMIS SAYLES | Other Service Provider | $53,946 | — | $53,946 |
| JOHNSTON GLOBAL ADVISORS | Other Service Provider | $36,145 | — | $36,145 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $35,627 | — | $35,627 |
| WESTFIELD CAPITAL MANAGEMENT | Other Service Provider | $34,463 | — | $34,463 |
| CHARTWELL INVESTMENT PARTNERS LLC | Other Service Provider | $29,679 | — | $29,679 |
| PNC | Other Service Provider | $10,712 | — | $10,712 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN HART PC — ERISA Attorney
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- WITHUMSMITH+BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,583,241
- Estimated Expense Ratio: 1.671% 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 | $2,116,929 | $529,542 | $691,061 | $56,150 | — |
| 2023 | $2,170,837 | $562,596 | $665,442 | $55,574 | — |
| 2022 | $2,261,907 | $660,748 | $640,467 | — | $496,218 |