# Board Of Trustees U.F.C.W. Local 1500 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-u-f-c-w-local-1500-pension-fund-plan

> Board Of Trustees U.F.C.W. Local 1500 Pension Fund's DB plan: 3,314 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 U.F.C.W. Local 1500 Pension Fund

- **Sponsor EIN:** 237176372

- **Sponsor Address:** 425 MERRICK AVENUE, WESTBURY, NY, 115906601

- **Plan Type:** DB

- **Total Participants:** 3,314

- **Total Assets:** $947.4M

## 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|3,314|$947.4M|$14.4M|$0|

| 2023|3,749|$880.2M|$13.8M|$0|

| 2022|3,752|$817.2M|$41.6M|$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|

| SEI INVESTMENT MANAGEMENT COMPANY|NONE|$2,394,938|—|$2,394,938|

| UFCW LOCAL 1500|AFFILIATED LABOR UNION|$781,271|—|$781,271|

| ARIA EMPLOYEE BENEFIT SERVICES INC|NONE|$363,900|—|$363,900|

| ASSOCIATED ADMINISTRATORS LLC|NONE|$95,793|—|$95,793|

| THE SEGAL COMPANY|NONE|$88,847|—|$88,847|

| UFCW LOCAL 1500 BUILDING, INC|AFFILIATED TITLE HOLDING|$86,300|—|$86,300|

| PARAGON CONSULTING SERVICES INC|NONE|$60,332|—|$60,332|

| ARCHER, BYINGTON, GLENNON & LEVINE|NONE|$58,059|—|$58,059|

| CITRIN COOPERMAN & COMPANY LLP|NONE|$41,413|—|$41,413|

| MODERN ADMIN|NONE|$35,057|—|$35,057|

| PAPER & INK GRAPHICS LLC|NONE|$25,902|—|$25,902|

| AJV LLC|NONE|$8,126|—|$8,126|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,039,938

- **Estimated Expense Ratio:** 0.426% 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|$5,399,878|$2,394,938|$95,793|$46,011|—|

| 2023|$4,898,322|$2,136,434|$93,003|$41,800|—|

| 2022|$4,759,453|$1,943,766|$92,114|—|$635,957|

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