# Board Of Trustees Ufcw Local 2013 Health & Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-local-2013-health-welfare-fund-132832806-501

> Board Of Trustees Ufcw Local 2013 Health & Welfare Fund's 401(k) plan: 10,825 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Ufcw Local 2013 Health & Welfare Fund

- **Sponsor EIN:** 132832806

- **Sponsor Address:** 9235 4TH AVENUE, BROOKLYN, NY, 11209

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 10,825

- **Total Assets:** $80.9M

## 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|10,825|$80.9M|$47.1M|$1.7M|

| 2023|9,314|$74.8M|$37.0M|$1.6M|

| 2022|8,030|$62.0M|$31.1M|$1.8M|

## 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|

| EMPIRE HEALTHCHOICE ASSURANCE INC|Other Service Provider|$4,415,024|—|$4,415,024|

| TRI-STATE ADMINISTRATORS INC|Other Service Provider|$1,193,546|—|$1,193,546|

| UNITED HEALTHCARE INSURANCE CO.|Other Service Provider|$314,021|—|$314,021|

| EXPRESS SCRIPTS|Other Service Provider|$179,733|—|$179,733|

| O'BRIEN BELLAND & BUSHINSKY|ERISA Attorney|$128,272|—|$128,272|

| SCHULTHEIS & PANETTIERI LLP|Auditor|$111,475|—|$111,475|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$111,429|—|$111,429|

| ROBERT HALF INT'L INC|Other Service Provider|$56,173|—|$56,173|

| CHEIRON INC.|Other Service Provider|$36,068|—|$36,068|

| BRADY MCGUIRE & STEINBERG PC|Other Service Provider|$20,665|—|$20,665|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$20,000|—|$20,000|

| VISION BENEFITS OF AMERICA INC|Other Service Provider|$11,863|—|$11,863|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,598,269

- **Estimated Expense Ratio:** 8.157% 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|$2,218,906|$20,000|$1,134,056|$104,250|—|

| 2023|$2,174,429|$20,000|$1,106,269|$83,000|—|

| 2022|$2,037,700|$20,000|$991,987|—|$316,443|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ufcw-local-2013-health-welfare-fund-132832806-501)

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