Plan Snapshot
- Plan Sponsor: Board Of Trustees, United Food And Commercial Workers Unions And
- Sponsor EIN: 521228768
- Sponsor Address: 8400 CORPORATE DRIVE, STE. 430, LANDOVER, MD, 207852361
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 693
- Total Assets: $41,020
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 | 693 | $41,020 | $212,106 | $0 |
| 2023 | 627 | $36,434 | $204,331 | $0 |
| 2022 | 643 | $38,562 | $200,244 | $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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS, LLC | Other Service Provider | $15,475 | — | $15,475 |
| WITHUMSMITH+BROWN, PC | Auditor | $14,752 | — | $14,752 |
| SLEVIN & HART PC | ERISA Attorney | $10,303 | — | $10,303 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- SLEVIN & HART PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,530
- Estimated Expense Ratio: 98.805% 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 | $47,692 | $250 | $15,475 | $14,752 | — |
| 2023 | $43,525 | $250 | $13,750 | $14,191 | — |
| 2022 | $48,095 | $250 | $13,532 | — | $29,944 |