Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw, Local 1776ks, Wd And Employers Legal Fund
- Sponsor EIN: 256169450
- Sponsor Address: 345 SOUTHPOINTE BLVD STE 200, CANONSBURG, PA, 153178571
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 5,351
- Total Assets: $336,893
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. |
|---|---|---|---|---|
| 2025 | 5,351 | $336,893 | $0 | $0 |
| 2024 | 5,434 | $276,692 | $801,107 | $0 |
| 2023 | 5,462 | $238,665 | $796,526 | $0 |
| 2022 | 5,422 | $193,607 | $790,963 | $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 |
|---|---|---|---|---|
| AKMAN & ASSOCIATES | Other Service Provider | $700,315 | — | $700,315 |
| UFCW LOCAL 23&EMPLOYERS HEALTH FUND | Other Service Provider | $65,327 | — | $65,327 |
| DICLAUDIO & KRAMER, LLC | Other Service Provider | $8,000 | — | $8,000 |
| LOGAN, METTLEY & NEWCOMER, PLC | Other Service Provider | $5,322 | — | $5,322 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $778,964
- Estimated Expense Ratio: 231.220% 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 |
|---|---|---|---|---|---|
| 2025 | $787,902 | — | — | $8,000 | — |
| 2024 | $80,138 | — | — | $8,000 | — |
| 2023 | $80,070 | — | — | $9,350 | — |
| 2022 | $76,014 | — | — | — | $12,217 |