Plan Snapshot
- Plan Sponsor: Board Of Trustees, Umwa Prefunded Benefit Plan
- Sponsor EIN: 261508254
- Sponsor Address: 2121 K STREET, N.W. SUITE 350, WASHINGTON, DC, 200371879
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 447
- Total Assets: $145.4M
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 | 447 | $145.4M | $0 | $0 |
| 2023 | 0 | $142.7M | $0 | $0 |
| 2022 | 0 | $138.2M | $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 |
|---|---|---|---|---|
| 1974 PENSION TRUST | Other Service Provider | $393,577 | — | $393,577 |
| KEYSTONE PEER REVIEW ORGANIZATION | Other Service Provider | $205,372 | — | $205,372 |
| HEALTH SMART BENEFIT SOLUTIONS | Other Service Provider | $178,171 | $22,624 | $200,795 |
| PIMCO | Other Service Provider | $99,312 | — | $99,312 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $78,968 | — | $78,968 |
| WITHUMSMITH+BROWN | Auditor | $37,988 | — | $37,988 |
| INCOME RESEARCH + MANAGEMENT | Other Service Provider | $34,385 | — | $34,385 |
| BLACKROCK INST TRUST CO. FKA BGI | Other Service Provider | $13,025 | — | $13,025 |
| NORTHERN TRUST | Other Service Provider | $12,761 | — | $12,761 |
| BLOOMBERG FINANCE, L.P. | Other Service Provider | $12,593 | — | $12,593 |
| CCRC ACTUARIES, LLC | Other Service Provider | $9,360 | — | $9,360 |
| ARTHUR DIAMOND, INC | Other Service Provider | $8,492 | — | $8,492 |
| INTERIM HEALTHCARE OF SE OHIO, INC | Other Service Provider | $7,115 | — | $7,115 |
| MARSH USA, INC | Investment Advisor | $6,347 | — | $6,347 |
| JONES, NANCY C. | Other Service Provider | $5,281 | — | $5,281 |
| MICROSOFT CORPORATION | Other Service Provider | $5,165 | — | $5,165 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — Auditor
- MARSH USA, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,130,536
- Estimated Expense Ratio: 0.777% 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 | $1,023,772 | $244,073 | $205,372 | $37,988 | — |
| 2023 | $877,201 | $182,884 | $302,153 | $44,638 | — |
| 2022 | $426,712 | $224,848 | $265,034 | — | $99,554 |