# Board Of Trustees, Ufcw Unions And Participating Employers Health And Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-unions-and-participating-employers-health-and-526044428-502

> Board Of Trustees, Ufcw Unions And Participating Employers Health And's Health & Welfare plan: 700 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [WITHUMSMITH+BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ufcw-unions-and-participating-employers-health-and-526044428-502)

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