Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund
- Sponsor EIN: 256107185
- Sponsor Address: 6500 BROOKTREE ROAD, STE 205, WEXFORD, PA, 15090
- Plan Type: DB
- Total Participants: 2,199
- Total Assets: $79.9M
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 | 2,199 | $79.9M | $6.6M | $0 |
| 2023 | 2,570 | $73.5M | $4.4M | $0 |
| 2022 | 2,763 | $70.0M | $4.1M | $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 |
|---|---|---|---|---|
| BEACON ADMINISTRATORS & CONSULTANTS | NONE | $121,860 | — | $121,860 |
| USI CONSULTING GROUP | NONE | $96,555 | — | $96,555 |
| INVESTMENT CONSULTING SERVICES, LLC | NONE | $65,000 | — | $65,000 |
| INTERCONTINENTAL REAL ESTATE CORP | NONE | $49,448 | — | $49,448 |
| MEYER, UNKOVIC & SCOTT | NONE | $41,053 | — | $41,053 |
| COMMERCE BANK | NONE | $24,999 | — | $24,999 |
| RICHMOND CAPITAL MANAGEMENT | NONE | $20,589 | — | $20,589 |
| DICLAUDIO & KRAMER, LLC | NONE | $19,070 | — | $19,070 |
| UBS REALTY INVESTORS | NONE | $18,022 | — | $18,022 |
| PNC BANK | NONE | $14,988 | — | $14,988 |
| SEGAL SELECT INSURANCE | NONE | — | $8,282 | $8,282 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEYER, UNKOVIC & SCOTT — NONE
- DICLAUDIO & KRAMER, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $479,866
- Estimated Expense Ratio: 0.601% 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 | $831,957 | $179,687 | $121,860 | $19,070 | — |
| 2023 | $857,857 | $179,590 | $117,780 | $19,074 | — |
| 2022 | $764,774 | $205,845 | $113,821 | — | $107,121 |