# Joint Board Of Trustees Of Ufcw Local 1500 Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-ufcw-local-1500-welfare-fund-237176373-501

> Joint Board Of Trustees Of Ufcw Local 1500 Welfare Fund's 401(k) plan: 13,208 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of Ufcw Local 1500 Welfare Fund

- **Sponsor EIN:** 237176373

- **Sponsor Address:** 425 MERRICK AVENUE, WESTBURY, NY, 11590

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 13,208

- **Total Assets:** $62.2M

## 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|13,208|$62.2M|$73.5M|$2.8M|

| 2023|13,029|$60.2M|$71.9M|$2.7M|

| 2022|13,060|$57.7M|$72.4M|$2.7M|

## 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|

| UFCW LOCAL 1500|Other Service Provider|$1,679,778|—|$1,679,778|

| ASSOCIATED ADMINISTRATORS, LLC|Recordkeeper|$1,387,278|$2,825|$1,390,103|

| EMPIRE HEALTHCHOICE ASSURANCE, INC|Other Service Provider|$899,338|—|$899,338|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$708,145|—|$708,145|

| UFCW LOCAL 1500 BUILDING, INC|Other Service Provider|$323,800|—|$323,800|

| SEI INVESTMENT MANAGEMENT CORP|Other Service Provider|$122,661|—|$122,661|

| THE SEGAL COMPANY|Other Service Provider|$91,350|—|$91,350|

| ARIA EMPLOYEE BENEFIT SERVICES|Other Service Provider|$70,950|—|$70,950|

| ARCHER, BYINGTON, GLENNON & LEVINE|Other Service Provider|$56,100|—|$56,100|

| CITRIN COOPERMAN & COMPANY LLP|Other Service Provider|$46,057|—|$46,057|

| AJV LLC|Other Service Provider|$10,554|—|$10,554|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,398,836

- **Estimated Expense Ratio:** 8.673% 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|$2,813,910|$122,661|$313,969|$50,413|—|

| 2023|$2,612,031|$118,889|$304,824|$39,600|—|

| 2022|$3,617,514|$105,865|$300,192|—|$225,114|

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