# Board Of Trustees Ufcw Local 1500 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-local-1500-annuity-fund-plan

> Board Of Trustees Ufcw Local 1500 Annuity Fund's DC plan: 6,861 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 Local 1500 Annuity Fund

- **Sponsor EIN:** 475675902

- **Sponsor Address:** 425 MERRICK AVENUE, WESTBURY, NY, 115906601

- **Plan Type:** DC

- **Total Participants:** 6,861

- **Total Assets:** $47.1M

## 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|6,861|$47.1M|$9.9M|$0|

| 2023|6,996|$36.8M|$10.2M|$0|

| 2022|6,904|$25.2M|$9.8M|$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|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|$18,159|—|$18,159|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,159

- **Estimated Expense Ratio:** 0.039% 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|$1,055,441|$155,433|$234,109|$18,159|—|

| 2023|$963,172|$108,581|$210,230|$16,500|—|

| 2022|$601,096|$71,868|$195,147|—|$32,147|

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