Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ufcw Unions And Participating Employers Health And
- Sponsor EIN: 526044428
- Sponsor Address: 8400 CORPORATE DRIVE, STE. 430, LANDOVER, MD, 207852361
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 700
- Total Assets: $5.0M
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. |
|---|---|---|---|---|
| 2024 | 700 | $5.0M | $8.4M | $1.3M |
| 2023 | 726 | $6.2M | $10.4M | $1.0M |
| 2022 | 770 | $4.7M | $13.8M | $138,422 |
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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC | Other Service Provider | $348,842 | — | $348,842 |
| CONIFER VALUE BASED CARE LLC | Other Service Provider | $166,440 | — | $166,440 |
| SLEVIN & HART PC | ERISA Attorney | $109,673 | — | $109,673 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $73,460 | — | $73,460 |
| THE SEGAL COMPANY | Other Service Provider | $70,437 | — | $70,437 |
| WITHUMSMITH+BROWN | Auditor | $56,902 | — | $56,902 |
| CAREFIRST | Other Service Provider | $34,169 | — | $34,169 |
| CHEIRON INC. | Other Service Provider | $12,520 | — | $12,520 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART PC — ERISA Attorney
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- WITHUMSMITH+BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $872,443
- Estimated Expense Ratio: 17.349% 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 | $917,331 | $8,972 | $348,842 | $56,902 | — |
| 2023 | $962,106 | $6,272 | $194,522 | $54,880 | — |
| 2022 | $1,327,117 | $4,781 | $198,533 | — | $642,490 |