# Brd Of Ttees Ufcw Local One Active Health Care Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/brd-of-ttees-ufcw-local-one-active-health-care-fund-160915820-501

> Brd Of Ttees Ufcw Local One Active Health Care Fund's Health & Welfare plan: 8,374 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brd-of-ttees-ufcw-local-one-active-health-care-fund-160915820-501)

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