# Board Of Trustees, United Food & Commercial Workers Local 152 Health & Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-united-food-commercial-workers-local-152-health-210681336-501

> Board Of Trustees, United Food & Commercial Workers Local 152 Health &'s Health & Welfare plan: 9,410 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

- [MORGAN, LEWIS & BOCKIUS, LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-united-food-commercial-workers-local-152-health-210681336-501)

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