# Trustees Of The Ufcw International Union - Industry Variable Annuity P DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-ufcw-international-union-industry-variable-annuity-p-plan

> Trustees Of The Ufcw International Union - Industry Variable Annuity P's DB plan: 41,671 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The Ufcw International Union - Industry Variable Annuity P

- **Sponsor EIN:** 853177950

- **Sponsor Address:** PO BOX 3309, OAK BROOK, IL, 605223309

- **Plan Type:** DB

- **Total Participants:** 41,671

- **Total Assets:** $228.0M

## 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|41,671|$228.0M|$0|$0|

| 2023|42,512|$173.8M|$0|$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|

| NOVAK FRANCELLA, LLC|Auditor|$35,000|—|$35,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,000

- **Estimated Expense Ratio:** 0.015% 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|$6,373,107|$347,620|$1,926,446|$35,000|—|

| 2023|$4,029,770|$249,494|$1,128,597|—|$913,850|

## Similar Plans

- [Aldi INC.](https://planprovider.pro/companies/aldi-inc-401k-plan) — 52,764 participants

- [Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity Pension](https://planprovider.pro/companies/trustees-of-ufcw-int-l-union-albertsons-variable-annuity-pension-plan) — 5,138 participants

- [Lakes Venture, LLC](https://planprovider.pro/companies/lakes-venture-llc-401k-plan) — 3,994 participants

- [Niemann Foods, INC.](https://planprovider.pro/companies/niemann-foods-inc-401k-plan) — 3,249 participants

- [Niemann Foods, INC.](https://planprovider.pro/companies/niemann-foods-inc-plan-002) — 1,833 participants

- [Trustees Of Ufcw Unions & Employers Midwest Pension Fund](https://planprovider.pro/companies/trustees-of-ufcw-unions-employers-midwest-pension-fund-plan) — 1,670 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-ufcw-international-union-industry-variable-annuity-p-plan)

© 2026 PlanProvider.Pro