Plan Snapshot
- Plan Sponsor: Board Of Trustees, United Food & Commercial Workers Local 152 Health &
- Sponsor EIN: 210681336
- Sponsor Address: 27 ROLAND AVE, SUITE 100, MOUNT LAUREL, NJ, 080541056
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 9,410
- Total Assets: $93.0M
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 | 9,410 | $93.0M | $126.8M | $433,308 |
| 2023 | 9,560 | $77.6M | $120.1M | $561,433 |
| 2022 | 9,631 | $63.4M | $123.0M | $878,129 |
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 |
|---|---|---|---|---|
| TRI STATE ADMINISTRATORS | Other Service Provider | $4,937,028 | — | $4,937,028 |
| HORIZON BLUE CROSS BLUE SHIELD | Other Service Provider | $4,187,614 | — | $4,187,614 |
| EXPRESS SCRIPTS, INC | Other Service Provider | $1,454,452 | — | $1,454,452 |
| UNITED CONCORDIA | Other Service Provider | $228,284 | — | $228,284 |
| BRIAN STRING | Other Service Provider | $125,000 | — | $125,000 |
| O'BRIEN, BELLAND & BUSHINSKY, LLC | Other Service Provider | $77,465 | — | $77,465 |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS A | Auditor | $45,000 | — | $45,000 |
| MORGAN, LEWIS & BOCKIUS, LLP | ERISA Attorney | $36,299 | — | $36,299 |
| VISION BENEFITS OF AMERICA | Other Service Provider | $28,650 | — | $28,650 |
| CHEIRON | Other Service Provider | $18,250 | — | $18,250 |
| DR. ROBERT B. DANIELS | Other Service Provider | $8,550 | — | $8,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CERTIFIED PUBLIC ACCOUNTANTS A — Auditor
- MORGAN, LEWIS & BOCKIUS, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,146,592
- Estimated Expense Ratio: 11.986% 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 | $11,375,672 | $23,856 | $4,937,028 | $45,000 | — |
| 2023 | $10,734,207 | $17,988 | $4,575,687 | $45,000 | — |
| 2022 | $10,336,984 | $10,000 | $9,959,296 | — | $231,634 |