# Board Of Trustees, United Food And Commercial Workers Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-united-food-and-commercial-workers-952301788-501

> Board Of Trustees, United Food And Commercial Workers's Health & Welfare plan: 38,865 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 952301788

- **Sponsor Address:** 6425 KATELLA AVE, CYPRESS, CA, 90630

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 38,865

- **Total Assets:** $491.4M

## 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|38,865|$491.4M|$551.0M|$64.9M|

| 2023|38,456|$493.1M|$560.0M|$64.9M|

| 2022|38,585|$477.5M|$559.9M|$65.9M|

## 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|

| SC UFCW ADMINISTRATION LLC|Other Service Provider|$22,642,884|—|$22,642,884|

| BLUE CROSS OF CALIFORNIA|Other Service Provider|$4,433,974|—|$4,433,974|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$1,773,966|—|$1,773,966|

| ANTHEM BLUE CROSS LIFE AND HEALTH|Other Service Provider|$1,221,031|—|$1,221,031|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$758,302|—|$758,302|

| THE SEGAL CO. (WS) INC.|Recordkeeper|$529,039|—|$529,039|

| SEYFARTH SHAW|Investment Advisor|$517,700|—|$517,700|

| HEALTH MANAGEMENT CONCEPTS|Other Service Provider|$508,582|—|$508,582|

| CVS PHARMACY, INC.|Other Service Provider|$370,660|—|$370,660|

| SCHWARTZ, STEINSAPIR, DOHRMANN|Other Service Provider|$337,450|—|$337,450|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$229,745|—|$229,745|

| WELLS FARGO BANK NA|Other Service Provider|$168,162|—|$168,162|

| MILLER KAPLAN ARASE LLP|Auditor|$152,400|—|$152,400|

| CS MCKEE|Other Service Provider|$149,146|—|$149,146|

| BARRY MITCHELL, DDS|Other Service Provider|$146,067|—|$146,067|

| ALAN WEISS, DDS|Other Service Provider|$135,360|—|$135,360|

| HEALTHLINX LLC|Other Service Provider|$130,000|—|$130,000|

| SMITH COMMUNICATIONS PARTNERS|Other Service Provider|$99,075|—|$99,075|

| SHENKMAN CAPITAL MGMT|Other Service Provider|$92,030|—|$92,030|

| MEKETA INVESTMENT GROUP|Other Service Provider|$81,250|—|$81,250|

| KEYBANK NATIONAL ASSOCIATION|Investment Advisor|$77,326|—|$77,326|

| MARSH & MCLENNAN AGENCY LLC|Investment Advisor|—|$62,996|$62,996|

| NORTHERN TRUST CAPITAL MANAGEMENT|Other Service Provider|$28,272|—|$28,272|

| NORTHERN TRUST COMPANY|Other Service Provider|$26,434|—|$26,434|

### Verified Provider Profiles

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

- [THE SEGAL CO. (WS) INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SEYFARTH SHAW](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

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

- [KEYBANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/victory-capital-management-inc) — Investment Advisor

- [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,671,851

- **Estimated Expense Ratio:** 7.055% 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|$31,597,784|$657,769|—|$71,500|—|

| 2023|$29,794,428|$619,925|—|$87,040|—|

| 2022|$29,018,741|$580,438|—|—|$3,955,611|

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