# Executive Committee Of The U.F.C.W Intl Union DB Plan
Source: https://planprovider.pro/companies/executive-committee-of-the-u-f-c-w-intl-union-812741678-001

> Executive Committee Of The U.F.C.W Intl Union's DB plan: 2,086 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Executive Committee Of The U.F.C.W Intl Union

- **Sponsor EIN:** 812741678

- **Sponsor Address:** 1775 K STREET, NW, WASHINGTON, DC, 200061598

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 2,086

- **Total Assets:** $1.2B

## 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|2,086|$1.2B|$45.8M|$7.4M|

| 2023|2,113|$1.1B|$42.9M|$7.2M|

| 2022|2,212|$1.1B|$43.4M|$7.2M|

## 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|

| UNITED FOOD AND COMMERCIAL WORKERS|Other Service Provider|$671,860|—|$671,860|

| BELL ASSET MANAGEMENT LIMITED|Other Service Provider|$571,370|—|$571,370|

| HARDMAN JOHNSTON|Other Service Provider|$401,828|—|$401,828|

| LSV ASSET MANAGEMENT|Other Service Provider|$381,138|—|$381,138|

| LOOMIS SAYLES|Other Service Provider|$358,212|—|$358,212|

| SEGAL MARCO ADVISORS|Other Service Provider|$307,540|—|$307,540|

| AMERICAN REALTY ADVISORS|Other Service Provider|$300,587|—|$300,587|

| BOSTON TRUST & INVESTMENT MANAGEMEN|Other Service Provider|$286,530|—|$286,530|

| COMERICA|Other Service Provider|$285,403|—|$285,403|

| CHEIRON INC.|Other Service Provider|$241,715|—|$241,715|

| STERLING UNITED PROPERTIES|Other Service Provider|$225,471|—|$225,471|

| INTERCONTINENTAL REAL ESTATE CORP|Other Service Provider|$218,745|—|$218,745|

| FULLER & THALER ASSET MANAGEMENT|Other Service Provider|$203,384|—|$203,384|

| LORD ABBETT & CO|Other Service Provider|$165,548|—|$165,548|

| PACIFIC INVESTMENT MANAGERS|Other Service Provider|$158,861|—|$158,861|

| SLEVIN & HART|ERISA Attorney|$153,538|—|$153,538|

| DANA INVESTMENT ADVISORS|Other Service Provider|$126,464|—|$126,464|

| CALIBRE CPA GROUP PLLC|Auditor|$109,074|—|$109,074|

| BLACKROCK FINANCIAL MANAGEMENT|Other Service Provider|$94,603|—|$94,603|

| NATIONAL INVESTMENT SERVICES, INC.|Other Service Provider|$86,376|—|$86,376|

| STATE STREET GLOBAL|Other Service Provider|$46,928|—|$46,928|

| ENTRUST PARTNERS LLC|Other Service Provider|$31,925|—|$31,925|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SLEVIN & HART](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [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:** $5,427,100

- **Estimated Expense Ratio:** 0.468% 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|$5,828,076|$4,380,927|—|$109,074|—|

| 2023|$5,586,022|$4,137,967|—|$83,657|—|

| 2022|$6,557,640|$4,888,545|—|—|$642,301|

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