Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw, Local 1776ks, Wd And Employers Pension Fund
- Sponsor EIN: 256123175
- Sponsor Address: 345 SOUTHPOINTE BLVD STE 200, CANONSBURG, PA, 153178571
- Plan Type: DB
- Plan Number: 001
- Total Participants: 7,104
- Total Assets: $50.0M
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 | 7,104 | $50.0M | $0 | $0 |
| 2024 | 0 | $50.0M | $1.2M | $0 |
| 2023 | 0 | $50.6M | $889,129 | $0 |
| 2022 | 0 | $50.2M | $1.3M | $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 |
|---|---|---|---|---|
| UFCW, LOCAL 23 EMPLOYERS' HEALTH FD | Other Service Provider | $228,969 | — | $228,969 |
| SEGAL ADVISORS | Other Service Provider | $35,000 | — | $35,000 |
| CHEIRON, INC. | Other Service Provider | $24,728 | — | $24,728 |
| DICLAUDIO & KRAMER, LLC | Other Service Provider | $19,000 | — | $19,000 |
| LOGAN, METTLEY & NEWCOMER, PLC | Other Service Provider | $18,099 | — | $18,099 |
| TWIN CAPITAL MANAGEMENT | Other Service Provider | $14,596 | — | $14,596 |
| WILLIAM DILLNER, JR. | Other Service Provider | $7,200 | — | $7,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $347,592
- Estimated Expense Ratio: 0.695% 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 | $6,074,456 | $49,596 | — | $19,000 | — |
| 2024 | $755,352 | $56,509 | — | $19,000 | — |
| 2023 | $721,068 | $66,010 | — | $19,000 | — |
| 2022 | $713,698 | $77,159 | — | — | $78,182 |