# Board Of Trustees Ufcw, Local 1776ks, Wd And Employers Legal Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-local-1776ks-wd-and-employers-legal-fund-256169450-502

> Board Of Trustees Ufcw, Local 1776ks, Wd And Employers Legal Fund's Health & Welfare plan: 5,351 participants, plan year 2025 financials, providers, and benc…

Form 5500 filing data for plan year 2025.

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ufcw-local-1776ks-wd-and-employers-legal-fund-256169450-502)

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