# Board Of Trustees, United Food And Commercial Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-united-food-and-commercial-237244353-501

> Board Of Trustees, United Food And Commercial's Health & Welfare plan: 15,130 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, United Food And Commercial

- **Sponsor EIN:** 237244353

- **Sponsor Address:** 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 85027

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 15,130

- **Total Assets:** $178.7M

## 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.|

| 2024|15,130|$178.7M|$118.2M|$7.7M|

| 2023|13,842|$208.2M|$156.6M|$8.4M|

| 2022|14,747|$183.2M|$189.4M|$9.1M|

## 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|

| SOUTHWEST SERVICE ADMINISTRATORS|Other Service Provider|$7,656,802|—|$7,656,802|

| BLUECROSS BLUESHIELD OF AZ., INC.|Other Service Provider|$2,222,487|—|$2,222,487|

| EPLAN|Other Service Provider|$925,050|—|$925,050|

| AMERICAN HEALTH GROUP|Other Service Provider|$496,231|—|$496,231|

| UNITED HEALTHCARE|Other Service Provider|$465,262|—|$465,262|

| HORIZON ACTUARIAL SERVICES|Other Service Provider|$390,872|—|$390,872|

| LETTERSTREAM|Other Service Provider|$378,311|—|$378,311|

| NATIONAL INVESTMENT SERVICES, INC.|Other Service Provider|$284,174|—|$284,174|

| SEGAL|Other Service Provider|$266,043|—|$266,043|

| BLUECROSS BLUESHIELD OF IL., INC.|Other Service Provider|$251,486|—|$251,486|

| OPTUM RX|Other Service Provider|$210,865|—|$210,865|

| MILLER KAPLAN ARASE LLP|Auditor|$173,700|—|$173,700|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$173,258|—|$173,258|

| TELADOC, INC.|Other Service Provider|$139,161|—|$139,161|

| VISION SERVICE PLAN|Other Service Provider|$119,126|—|$119,126|

| MCCRACKEN STEMERMAN & HOLSBERRY LLP|Other Service Provider|$114,846|—|$114,846|

| REINHART BOERNER VAN DEUREN, S.C.|Other Service Provider|$113,570|—|$113,570|

| BLEIWEISS COMMUNICATIONS INC|Other Service Provider|$113,017|—|$113,017|

| BANK OF AMERICA|Other Service Provider|$98,146|—|$98,146|

| BMI AUDIT SERVICES HOLDINGS|Other Service Provider|$24,888|—|$24,888|

| NEW ENGLAND PENSION CONSULTANT|Other Service Provider|$18,750|—|$18,750|

| THE NORTHERN TRUST|Other Service Provider|$18,064|—|$18,064|

| HMC HEALTHWORKS|Other Service Provider|$8,165|—|$8,165|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,662,274

- **Estimated Expense Ratio:** 8.207% 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|$15,396,536|$476,181|$7,656,802|$98,700|—|

| 2023|$15,592,613|$524,133|$7,730,994|$75,000|—|

| 2022|$15,509,224|$394,164|$8,623,274|—|$953,053|

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- [County Fair, INC.](https://planprovider.pro/companies/county-fair-inc-401k-plan) — 169 participants

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