# Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-and-safeway-variable-annuity-pension-fund-plan

> Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund's DB plan: 5,735 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/slevin-and-hart-pc) — NONE

- [MILLIMAN](https://planprovider.pro/provider/milliman) — NONE

- [SCHULTE ROTH & ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/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|

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