# Board Of Trustees Ufcw Giant-Safeway Excess Supplemental Benefit Pensi DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-giant-safeway-excess-supplemental-benefit-pensi-plan

> Board Of Trustees Ufcw Giant-Safeway Excess Supplemental Benefit Pensi's DB plan: 2,396 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Ufcw Giant-Safeway Excess Supplemental Benefit Pensi

- **Sponsor EIN:** 862113060

- **Sponsor Address:** 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459

- **Plan Type:** DB

- **Total Participants:** 2,396

- **Total Assets:** $103,275

## 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|2,396|$103,275|$139,489|$0|

| 2023|2,743|$103,815|$183,096|$0|

| 2022|2,958|$298,403|$205,325|$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|$58,012|—|$58,012|

| CHEIRON INC|NONE|$23,628|—|$23,628|

| SCHULTE ROTH & ZABEL|NONE|$12,160|—|$12,160|

| SCHMITZ PRESS INC|NONE|$11,141|—|$11,141|

| SLEVIN & HART|NONE|$10,794|—|$10,794|

| PROSKAUER ROSE LLP|NONE|$5,594|—|$5,594|

| NOVAK FRANCELLA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [SLEVIN & HART](https://planprovider.pro/provider/slevin-and-hart-pc) — NONE

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-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:** $121,329

- **Estimated Expense Ratio:** 117.481% 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|$131,641|—|$58,012|—|—|

| 2023|$191,201|—|$65,263|$25,215|—|

| 2022|$228,773|—|$61,847|—|$155,679|

## Similar Plans

- [Board Of Trustees The Ufcw Unions And Participating Employers Pension](https://planprovider.pro/companies/board-of-trustees-the-ufcw-unions-and-participating-employers-pension-plan) — 1,655 participants

- [Board Of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd](https://planprovider.pro/companies/board-of-trustees-ufcw-giant-excess-supplemental-benefit-fund-plan) — 4,398 participants

- [Board Of Trustees Ufcw-Giant Variable Annuity Fund](https://planprovider.pro/companies/board-of-trustees-ufcw-giant-variable-annuity-fund-plan) — 10,113 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ufcw-giant-safeway-excess-supplemental-benefit-pensi-plan)

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