Plan Snapshot
- Plan Sponsor: Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare
- Sponsor EIN: 430797957
- Sponsor Address: 2010 N.W. 150TH AVENUE, PEMBROKE PINES, FL, 33028
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,186
- Total Assets: $41.8M
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 | 1,186 | $41.8M | $15.2M | $1.4M |
| 2023 | 1,260 | $34.6M | $16.2M | $1.5M |
| 2022 | 1,192 | $27.6M | $17.2M | $1.5M |
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 |
|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFIT ADMINISTR | Other Service Provider | $412,553 | — | $412,553 |
| CIGNA HEALTH & LIFE INSURANCE COMPA | Other Service Provider | $364,000 | — | $364,000 |
| LEGACY PROFESSIONALS, LLP | Auditor | $128,015 | — | $128,015 |
| SLEVIN & HART PC | ERISA Attorney | $101,939 | — | $101,939 |
| ELIXIR RX SOLUTIONS | Other Service Provider | $46,054 | — | $46,054 |
| DELTA DENTAL OF MISSOURI | Other Service Provider | $45,733 | — | $45,733 |
| SPENCER FANE, LLP | ERISA Attorney | $43,553 | — | $43,553 |
| BHA CONSULTING, LLC | Other Service Provider | $35,158 | — | $35,158 |
| MEDEXPERT INTERNATIONAL, INC. | Other Service Provider | $32,909 | — | $32,909 |
| STRATEGIC CAPITAL INVESTMENT ADVISO | Other Service Provider | $30,000 | — | $30,000 |
| COMMERCE TRUST COMPANY | Other Service Provider | $29,348 | — | $29,348 |
| TOP DRAWER | Other Service Provider | $19,376 | — | $19,376 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $5,850 | $4,825 | $10,675 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS, LLP — Auditor
- SLEVIN & HART PC — ERISA Attorney
- 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: $1,299,313
- Estimated Expense Ratio: 3.110% 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 | $875,196 | $44,484 | $415,151 | $32,587 | — |
| 2023 | $830,980 | $67,388 | $399,665 | $33,229 | — |
| 2022 | $790,464 | $37,428 | $373,040 | — | $290,061 |