# Office & Professional Employees International Union DB Plan
Source: https://planprovider.pro/companies/office-professional-employees-international-union-plan

> Office & Professional Employees International Union's DB plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$114,000|—|$114,000|

| AMALGAMATED BANK|NONE|$73,893|—|$73,893|

| CALIBRE CPA GROUP PLLC|NONE|$32,100|—|$32,100|

| UBS REALTY INVESTORS LLC|NONE|$29,811|—|$29,811|

| MELLON INVESTMENTS CORPORATION|NONE|$29,538|—|$29,538|

| QUAN-VEST CONSULTANTS, INC|NONE|$27,000|—|$27,000|

| PITTA LLP|NONE|$24,000|—|$24,000|

### 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) — NONE

## 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|

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