# Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-local-23-giant-eagle-pension-fund-plan

> Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund's DB plan: 2,199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-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|

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