# Board Of Trustees The Ufcw Unions And Participating Employers Pension DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-the-ufcw-unions-and-participating-employers-pension-plan

> Board Of Trustees The Ufcw Unions And Participating Employers Pension's DB plan: 1,655 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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|NONE|$691,061|—|$691,061|

| CHEIRON INC|NONE|$124,564|—|$124,564|

| SLEVIN HART PC|NONE|$107,465|—|$107,465|

| INTERCONTINENTAL REAL ESTATE CORPOR|NONE|$94,925|—|$94,925|

| INVESTMENT PERFORMANCE SERVICE|NONE|$90,000|—|$90,000|

| HAMILTON LANE PARTNERS|NONE|$88,297|—|$88,297|

| MORGAN LEWIS & BOCKIUS LLP|NONE|$74,639|—|$74,639|

| WITHUMSMITH+BROWN|NONE|$56,150|—|$56,150|

| WEDGE CAPITAL MANAGEMENT LP|NONE|$55,568|—|$55,568|

| LOOMIS SAYLES|NONE|$53,946|—|$53,946|

| JOHNSTON GLOBAL ADVISORS|NONE|$36,145|—|$36,145|

| SEGALL BRYANT & HAMILL|NONE|$35,627|—|$35,627|

| WESTFIELD CAPITAL MANAGEMENT|NONE|$34,463|—|$34,463|

| CHARTWELL INVESTMENT PARTNERS LLC|NONE|$29,679|—|$29,679|

| PNC|NONE|$10,712|—|$10,712|

### Verified Provider Profiles

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

- [SLEVIN HART PC](https://planprovider.pro/provider/slevin-and-hart-pc) — NONE

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [WITHUMSMITH+BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

## 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|

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