# Board Of Trustees Of Union Mutual Fund Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-union-mutual-fund-pension-plan-plan

> Board Of Trustees Of Union Mutual Fund Pension Plan's DB plan: 1,027 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/weaver-and-tidwell-llp) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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|

## Similar Plans

- [Capsule Corp](https://planprovider.pro/companies/capsule-corp-401k-plan) — 1,471 participants

- [Kph Healthcare Services, INC.](https://planprovider.pro/companies/kph-healthcare-services-inc-401k-plan) — 3,886 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-union-mutual-fund-pension-plan-plan)

© 2026 PlanProvider.Pro