# Board Of Trustees Ufcw-Giant Variable Annuity Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-giant-variable-annuity-fund-plan

> Board Of Trustees Ufcw-Giant Variable Annuity Fund's DB plan: 10,113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [SLEVIN & HART](https://planprovider.pro/provider/slevin-and-hart-pc) — 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:** $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|

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