Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Union Mutual Fund Pension Plan
- Sponsor EIN: 226073058
- Sponsor Address: 655 THIRD AVE. 12TH FLOOR, NEW YORK, NY, 10017
- Plan Type: DB
- Total Participants: 1,027
- Total Assets: $64.3M
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 | 1,027 | $64.3M | $508,827 | $0 |
| 2023 | 1,121 | $60.7M | $536,326 | $0 |
| 2022 | 1,454 | $57.8M | $599,916 | $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 |
|---|---|---|---|---|
| SAVASTA AND COMPANY | NONE | $151,338 | — | $151,338 |
| FRIEDMAN AND ANSPACH | NONE | $116,096 | — | $116,096 |
| WEAVER AND TIDWELL, LLP | NONE | $51,148 | — | $51,148 |
| CALIBRE CPA GROUP, PLLC | Auditor | $43,264 | — | $43,264 |
| INVESTMENT PERFORMANCE SERVICES LLC | NONE | $35,000 | — | $35,000 |
| LOOMIS SAYLES TRUST COMPANY | NONE | $30,676 | — | $30,676 |
| SUMMIT ACTUARIAL SERVICES, LLC | NONE | $28,000 | — | $28,000 |
| SEGALL BRYANT & HAMILL, LLC | NONE | $23,750 | — | $23,750 |
| WILMINGTON TRUST, NA | NONE | $18,091 | — | $18,091 |
| C.S. MCKEE, LP | NONE | $15,181 | — | $15,181 |
| CHARLIE HALL, SR. | TRUSTEE | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — NONE
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $521,044
- Estimated Expense Ratio: 0.810% 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 | $704,632 | $104,608 | $148,800 | $43,264 | — |
| 2023 | $663,736 | $99,917 | $146,368 | $46,275 | — |
| 2022 | $709,919 | $126,361 | $151,232 | — | $239,704 |