Plan Snapshot
- Plan Sponsor: Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity Pension
- Sponsor EIN: 853326342
- Sponsor Address: 2625 BUTTERFIELD ROAD, SUITE 208E, OAK BROOK, IL, 605233417
- Plan Type: DB
- Total Participants: 5,138
- Total Assets: $47.6M
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 | 5,138 | $47.6M | $0 | $0 |
| 2023 | 4,961 | $34.9M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $48,000 | — | $48,000 |
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: $48,000
- Estimated Expense Ratio: 0.101% 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 | $1,195,934 | $118,728 | $208,236 | $48,000 | — |
| 2023 | $915,017 | $98,595 | $89,345 | — | $497,666 |