# Board Of Trustees Ufcw Employers Health And Welfare Plan - Atlanta 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-employers-health-and-welfare-plan-atlanta-581283466-501

> Board Of Trustees Ufcw Employers Health And Welfare Plan - Atlanta's 401(k) plan: 30,283 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [SLEVIN & HART, P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ufcw-employers-health-and-welfare-plan-atlanta-581283466-501)

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