Plan Snapshot
- Plan Sponsor: Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S
- Sponsor EIN: 846045986
- Sponsor Address: 5511 W. 56TH AVE, ARVADA, CO, 80002
- Plan Type: DB
- Total Participants: 38,650
- Total Assets: $1.3B
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 | 38,650 | $1.3B | $44.4M | $0 |
| 2023 | 38,340 | $1.3B | $45.6M | $0 |
| 2022 | 39,434 | $1.2B | $46.4M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $965,143 | — | $965,143 |
| JP MORGAN INVESTMENT MGMT, INC. | Recordkeeper | $758,636 | — | $758,636 |
| THE SEGAL COMPANY, INC | Other Service Provider | $499,498 | — | $499,498 |
| BNY MELLON INVEST ADVISORS | Other Service Provider | $489,979 | — | $489,979 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $372,173 | — | $372,173 |
| LOOMIS SAYLES & COMPANY LP | Other Service Provider | $361,101 | — | $361,101 |
| TIMESSQUARE CAPITAL MGMT LLC | Other Service Provider | $337,088 | — | $337,088 |
| SEGAL MARCO ADVISORS | Other Service Provider | $321,250 | — | $321,250 |
| BRANDYWINE INVESTMENT MGMT, LLC | Other Service Provider | $251,285 | — | $251,285 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | $214,198 | — | $214,198 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $175,696 | — | $175,696 |
| LEGACY PROFESSIONALS LLP | Auditor | $143,509 | — | $143,509 |
| LAZARD ASSET MANAGEMENT LLC | Other Service Provider | $130,820 | — | $130,820 |
| REINHART BOERNER VAN DEUREN, SC | Other Service Provider | $112,420 | — | $112,420 |
| NORTHERN TRUST COMPANY | Other Service Provider | $69,707 | — | $69,707 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $62,578 | — | $62,578 |
| PNC BANK | Other Service Provider | $39,744 | — | $39,744 |
| SPENCER FANE, LLP | ERISA Attorney | $28,400 | — | $28,400 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $27,340 | $27,340 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MGMT, INC. — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
- SPENCER FANE, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,360,565
- Estimated Expense Ratio: 0.415% 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 | $7,217,145 | $3,073,250 | $682,809 | $116,566 | — |
| 2023 | $7,422,972 | $3,456,156 | $682,440 | $110,512 | — |
| 2022 | $7,373,981 | $3,824,696 | $683,322 | — | $1,047,347 |