Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw Employers Health And Welfare Plan - Atlanta
- Sponsor EIN: 581283466
- Sponsor Address: 1740 PHOENIX PARKWAY, ATLANTA, GA, 30349
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 30,283
- Total Assets: $72.2M
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 | 30,283 | $72.2M | $190.2M | $9.3M |
| 2023 | 24,378 | $49.2M | $167.1M | $9.0M |
| 2022 | 22,130 | $43.0M | $105.9M | $9.4M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTHCARE P | Investment Advisor | $7,063,004 | — | $7,063,004 |
| BHA CONSULTING LLC | Other Service Provider | $462,323 | — | $462,323 |
| OPTUMRX, INC | Other Service Provider | $306,824 | — | $306,824 |
| SLEVIN & HART, P.C. | ERISA Attorney | $233,166 | — | $233,166 |
| REINHART BOERNER VAN DEUREN S.C. | Other Service Provider | $149,572 | — | $149,572 |
| CALIBRE CPA GROUP PLLC | Auditor | $131,000 | — | $131,000 |
| HMC HEALTHWORKS, LLC | Other Service Provider | $84,368 | — | $84,368 |
| GAMCO ASSET MANAGEMENT INC. | Other Service Provider | $24,544 | — | $24,544 |
| JOHNSON LEGAL GROUP, P.C. | Other Service Provider | $6,549 | — | $6,549 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE CROSS BLUE SHIELD HEALTHCARE P — Investment Advisor
- SLEVIN & HART, P.C. — ERISA Attorney
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,461,350
- Estimated Expense Ratio: 11.723% 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 | $5,008,146 | $34,162 | — | $131,000 | — |
| 2023 | $5,051,032 | $37,000 | — | $53,484 | — |
| 2022 | $4,288,380 | $26,197 | — | — | $692,615 |