# Brd Of Ttees Ufcw Local One Pension Fund DB Plan
Source: https://planprovider.pro/companies/brd-of-ttees-ufcw-local-one-pension-fund-plan

> Brd Of Ttees Ufcw Local One Pension Fund's DB plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brd Of Ttees Ufcw Local One Pension Fund

- **Sponsor EIN:** 166144007

- **Sponsor Address:** 5911 AIRPORT ROAD, ORISKANY, NY, 134243904

- **Plan Type:** DB

- **Total Participants:** 193

- **Total Assets:** $968.5M

## 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|193|$968.5M|$1.8M|$0|

| 2023|125|$987.9M|$2.4M|$0|

| 2022|270|$185.2M|$1.8M|$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|

| LOOMIS SAYLES|NONE|$893,456|—|$893,456|

| NORTHERN TRUST COMPANY|INVESTMENT CUSTODIAN|$312,992|—|$312,992|

| INVESTMENT PERFORMANCE SERVICES|INVESTMENT CONSULTANT|$173,750|—|$173,750|

| FRED ALGER MANAGEMENT|NONE|$156,729|—|$156,729|

| SLEVIN & HART, PC|ATTORNEY|$147,231|—|$147,231|

| CHEIRON|NONE|$132,908|—|$132,908|

| ZACHARY GEHAN|EMPLOYEE|$95,515|—|$95,515|

| HGK ASSET MANAGEMENT/HUDSON EDGE|INVESTMENT MANAGER|$88,335|—|$88,335|

| FOUNDRY PARTNERS, LLC|NONE|$84,914|—|$84,914|

| KRISTIN OWEN|EMPLOYEE|$73,528|—|$73,528|

| BRIDGEWAY BENEFIT TECHNOLOGIES|RECORDKEEPING AND INFO|$68,021|—|$68,021|

| CHARTWELL INVESTMENT PARTNERS|NONE|$67,923|—|$67,923|

| VICTORY CAPITAL MANAGEMENT, INC.|INVESTMENT MANAGER|$64,734|—|$64,734|

| KELLEY MCLAUGHLIN|EMPLOYEE|$41,339|—|$41,339|

| CALIBRE CPA GROUP PLLC|ACCOUNTANT|$34,000|—|$34,000|

| SEGALL BRYANT & HAMILL|NONE|$27,893|—|$27,893|

| JOSEPH PANUCCIO|EMPLOYEE|$26,695|—|$26,695|

| LAUREN TESTA|EMPLOYEE|$26,667|—|$26,667|

| REGINA HEILAND|EMPLOYEE|$25,364|—|$25,364|

| BRIAN FREEMAN|EMPLOYEE|$23,560|—|$23,560|

| PETER DECARLO CPA PLLC|UNION ACCOUNTANT|$23,025|—|$23,025|

| MICHAEL CIANCAGLINI|EMPLOYEE|$16,463|—|$16,463|

| BONDARTECH|IT CONSULTANT|$13,837|—|$13,837|

| MICHAEL BULL|NONE|$12,000|—|$12,000|

| CHARLENE BROCCOLI|EMPLOYEE|$11,241|—|$11,241|

| ELIZABETH BURKE|EMPLOYEE|$11,043|—|$11,043|

| NAVIANT|IT CONSULTANT|$11,042|—|$11,042|

| EMILIA D'AMBRO|EMPLOYEE|$9,244|—|$9,244|

### 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) — ATTORNEY

- [VICTORY CAPITAL MANAGEMENT, INC.](https://planprovider.pro/provider/victory-capital-management-inc) — INVESTMENT MANAGER

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,673,449

- **Estimated Expense Ratio:** 0.276% 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|$5,945,343|$1,557,734|—|$37,000|—|

| 2023|$3,137,322|$915,747|—|$31,394|—|

| 2022|$2,845,633|$921,450|—|—|$400,302|

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