Plan Snapshot
- Plan Sponsor: Brd Of Ttees Ufcw Local One Retiree Health Care Fund
- Sponsor EIN: 160915820
- Sponsor Address: 5911 AIRPORT ROAD, ORISKANY, NY, 13424
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 1,150
- Total Assets: $728,999
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 | 1,150 | $728,999 | $55,072 | $0 |
| 2023 | 1,195 | $700,905 | $49,185 | $0 |
| 2022 | 1,279 | $676,122 | $50,876 | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $14,000 | — | $14,000 |
| THE SEGAL COMPANY | Actuary | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,000
- Estimated Expense Ratio: 3.567% 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 | $30,643 | — | — | $14,000 | — |
| 2023 | $26,951 | — | — | $10,300 | — |
| 2022 | $29,127 | — | — | — | $27,349 |