Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw-Giant Variable Annuity Fund
- Sponsor EIN: 862048100
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459
- Plan Type: DB
- Total Participants: 10,113
- Total Assets: $52.6M
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 | 10,113 | $52.6M | $13.3M | $0 |
| 2023 | 9,542 | $40.1M | $11.4M | $0 |
| 2022 | 9,179 | $29.3M | $18.7M | $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 | $668,736 | — | $668,736 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $208,352 | — | $208,352 |
| CHEIRON INC | NONE | $164,791 | — | $164,791 |
| PROSKAUER ROSE LLP | NONE | $146,348 | — | $146,348 |
| SLEVIN & HART | NONE | $119,890 | — | $119,890 |
| NOVAK FRANCELLA, LLC | Auditor | $215 | — | $215 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROSKAUER ROSE LLP — NONE
- 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: $1,308,332
- Estimated Expense Ratio: 2.486% 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 | $2,525,280 | $208,352 | $668,736 | $215 | — |
| 2023 | $2,624,201 | $131,920 | $631,239 | $30,901 | — |
| 2022 | $2,000,156 | $55,242 | $630,449 | — | $404,744 |