Plan Snapshot
- Plan Sponsor: Brd Of Ttees Ufcw Local One Active Health Care Fund
- Sponsor EIN: 160915820
- Sponsor Address: 5911 AIRPORT ROAD, ORISKANY, NY, 13424
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 8,374
- Total Assets: $89.6M
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 | 8,374 | $89.6M | $67.0M | $155,544 |
| 2023 | 8,165 | $82.1M | $67.8M | $209,198 |
| 2022 | 8,021 | $63.4M | $76.1M | $235,774 |
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 |
|---|---|---|---|---|
| EXCELLUS BLUECROSS BLUESHIELD | Other Service Provider | $1,883,901 | — | $1,883,901 |
| PAYER MATRIX LLC | Other Service Provider | $1,764,074 | — | $1,764,074 |
| UPRISE HEALTH/HMC HEALTHWORKS, INC. | Other Service Provider | $258,916 | — | $258,916 |
| HEALTHSMART RX SOLUTIONS | Other Service Provider | $245,253 | — | $245,253 |
| MICHAEL CIANCAGLINI | Other Service Provider | $134,089 | — | $134,089 |
| THE SEGAL COMPANY | Other Service Provider | $130,125 | — | $130,125 |
| SLEVIN & HART, PC | ERISA Attorney | $117,083 | — | $117,083 |
| DELTA DENTAL OF NEW YORK, INC. | Other Service Provider | $96,494 | — | $96,494 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Recordkeeper | $92,602 | — | $92,602 |
| LOOMIS COMPANY | Other Service Provider | $66,609 | — | $66,609 |
| REGINA HEILAND | Other Service Provider | $59,772 | — | $59,772 |
| JOHANNA PACIELLO | Other Service Provider | $55,120 | — | $55,120 |
| EMILIA D'AMBRO | Other Service Provider | $51,617 | — | $51,617 |
| JENNA MOSCA | Other Service Provider | $50,350 | — | $50,350 |
| ROSEANNE HEMMITT | Other Service Provider | $50,350 | — | $50,350 |
| CALIBRE CPA GROUP PLLC | Auditor | $37,000 | — | $37,000 |
| ELIZABETH BURKE | Other Service Provider | $36,492 | — | $36,492 |
| CHARLENE BROCCOLI | Other Service Provider | $35,919 | — | $35,919 |
| DAVIS VISION | Other Service Provider | $31,732 | — | $31,732 |
| PETER DECARLO CPA PLLC | Other Service Provider | $28,000 | — | $28,000 |
| CHARTWELL INVESTMENT PARTNERS LLC | Investment Advisor | $25,059 | — | $25,059 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $22,500 | — | $22,500 |
| BONDARTECH | Other Service Provider | $18,394 | — | $18,394 |
| NAVIANT | Other Service Provider | $14,226 | — | $14,226 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $10,005 | — | $10,005 |
| BRIAN FREEMAN | Other Service Provider | $5,415 | — | $5,415 |
| WEAVER & TIDWELL, LLP | Auditor | $5,392 | — | $5,392 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, PC — ERISA Attorney
- CALIBRE CPA GROUP PLLC — Auditor
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,326,489
- Estimated Expense Ratio: 5.942% 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 | $1,577,271 | $47,559 | — | $42,392 | — |
| 2023 | $1,844,944 | $50,767 | — | $44,380 | — |
| 2022 | $1,800,706 | $22,626 | — | — | $363,046 |