Plan Snapshot
- Plan Sponsor: Board Of Trustees, Umwa-Bcoa Training And Education Fund
- Sponsor EIN: 521599698
- Sponsor Address: 18354 QUANTICO GATEWAY DRIVE, TRIANGLE, VA, 221721779
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 86
- Total Assets: $5.7M
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. |
|---|---|---|---|---|
| 2025 | 86 | $5.7M | $0 | $0 |
| 2024 | 75 | $5.8M | $0 | $0 |
| 2023 | 64 | $6.1M | $0 | $0 |
| 2022 | 51 | $6.1M | $0 | $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 |
|---|---|---|---|---|
| ANN SMITH COMMUNICATIONS | Other Service Provider | $80,689 | — | $80,689 |
| WITHUMSMITH+BROWN, P.C. | Other Service Provider | $59,000 | — | $59,000 |
| SUBMITTABLE HOLDINGS, INC. | Other Service Provider | $57,579 | — | $57,579 |
| CROWELL MORING LLP | Other Service Provider | $45,510 | — | $45,510 |
| GRASSI ADVISORY GROUP, INC. | Other Service Provider | $37,177 | — | $37,177 |
| THOMAS MEANS | Custodian / Trustee | $25,262 | — | $25,262 |
| JERRY JONES | Custodian / Trustee | $22,405 | — | $22,405 |
| COMPREHENSIVE HEALTHCARE SYSTEMS | Other Service Provider | $21,000 | — | $21,000 |
| MOONEY, GREEN & SAINDON, P.C. | Other Service Provider | $19,857 | — | $19,857 |
| PNC BANK | Other Service Provider | $17,958 | — | $17,958 |
| BROADRIDGE MATRIX TRUST COMPANY | Other Service Provider | $17,277 | — | $17,277 |
| AON RISK SERVICES | Other Service Provider | $10,671 | — | $10,671 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $414,385
- Estimated Expense Ratio: 7.254% 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 |
|---|---|---|---|---|---|
| 2025 | $989,878 | $20,200 | $72,750 | $96,410 | — |
| 2024 | $454,356 | $13,523 | $68,633 | $28,000 | — |
| 2023 | $276,722 | $29,903 | $67,000 | $34,043 | — |
| 2022 | $301,484 | $28,174 | $66,581 | — | $47,597 |