Plan Snapshot
- Plan Sponsor: Office & Professional Employees International Union
- Sponsor EIN: 530175463
- Sponsor Address: 80 EIGHTH AVENUE, SUITE 205, NEW YORK, NY, 100117179
- Plan Type: DB
- Total Participants: 98
- Total Assets: $77.0M
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 | 98 | $77.0M | $2.7M | $0 |
| 2023 | 101 | $72.0M | $2.6M | $0 |
| 2022 | 96 | $67.9M | $2.3M | $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 |
|---|---|---|---|---|
| THE SEGAL COMPANY | Other Service Provider | $114,000 | — | $114,000 |
| AMALGAMATED BANK | Other Service Provider | $73,893 | — | $73,893 |
| CALIBRE CPA GROUP PLLC | Auditor | $32,100 | — | $32,100 |
| UBS REALTY INVESTORS LLC | Other Service Provider | $29,811 | — | $29,811 |
| MELLON INVESTMENTS CORPORATION | Other Service Provider | $29,538 | — | $29,538 |
| QUAN-VEST CONSULTANTS, INC | Other Service Provider | $27,000 | — | $27,000 |
| PITTA LLP | Other Service Provider | $24,000 | — | $24,000 |
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: $330,342
- Estimated Expense Ratio: 0.429% 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 | $401,492 | $206,025 | — | $20,000 | — |
| 2023 | $373,188 | $198,325 | — | $20,500 | — |
| 2022 | $386,200 | $228,419 | $2,428 | — | $135,845 |