# Brd Of Ttees Ufcw Local One Retiree Health Care Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/brd-of-ttees-ufcw-local-one-retiree-health-care-fund-160915820-502

> Brd Of Ttees Ufcw Local One Retiree Health Care Fund's Health & Welfare plan: 1,150 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brd-of-ttees-ufcw-local-one-retiree-health-care-fund-160915820-502)

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