Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd
- Sponsor EIN: 862133718
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459
- Plan Type: DB
- Total Participants: 4,398
- Total Assets: $92,153
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 | 4,398 | $92,153 | $182,719 | $0 |
| 2023 | 5,081 | $173,403 | $165,764 | $0 |
| 2022 | 5,492 | $311,580 | $199,335 | $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 LLC | NONE | $106,743 | — | $106,743 |
| CHEIRON INC. | NONE | $26,323 | — | $26,323 |
| DOYLE PRINTING & OFFSET CO., INC. | NONE | $15,779 | — | $15,779 |
| SLEVIN & HART | NONE | $8,524 | — | $8,524 |
| PROSKAUER ROSE | NONE | $6,347 | — | $6,347 |
| NOVAK FRANCELLA, LLC | Auditor | $215 | — | $215 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART — 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: $163,931
- Estimated Expense Ratio: 177.890% 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 | $170,547 | — | $106,743 | $215 | — |
| 2023 | $192,719 | — | $110,221 | $23,410 | — |
| 2022 | $222,308 | — | $114,411 | — | $91,403 |