Plan Snapshot
- Plan Sponsor: Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund
- Sponsor EIN: 862084988
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459
- Plan Type: DB
- Total Participants: 5,735
- Total Assets: $31.2M
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 | 5,735 | $31.2M | $7.4M | $0 |
| 2023 | 5,208 | $24.1M | $7.4M | $0 |
| 2022 | 5,357 | $17.2M | $7.3M | $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 | NONE | $368,610 | — | $368,610 |
| SLEVIN & HART | NONE | $142,644 | — | $142,644 |
| MILLIMAN | NONE | $140,584 | — | $140,584 |
| CHEIRON INC | NONE | $111,544 | — | $111,544 |
| INVESTMENT PERFORMANCE SERVICES LLC | NONE | $100,000 | — | $100,000 |
| SCHULTE ROTH & ZABEL LLP | NONE | $64,936 | — | $64,936 |
| CHARTWELL INVESTMENT PARTNERS LP | NONE | $32,846 | — | $32,846 |
| INTERCONTINENTAL REAL ESTATE CORP | NONE | $17,372 | — | $17,372 |
| AMERICAN REALTY ADVISORS | NONE | $5,224 | — | $5,224 |
| NOVAK FRANCELLA, LLC | Auditor | $240 | — | $240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART — NONE
- MILLIMAN — NONE
- SCHULTE ROTH & ZABEL LLP — NONE
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $984,000
- Estimated Expense Ratio: 3.157% 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 | $1,655,907 | $171,184 | $368,610 | $240 | — |
| 2023 | $1,565,174 | $120,188 | $352,552 | $30,555 | — |
| 2022 | $1,528,817 | $76,561 | $362,823 | — | $574,571 |