Plan Snapshot
- Plan Sponsor: Trustees Of Ufcw Local 1000 Oklahoma Health And Welfare Fund
- Sponsor EIN: 020642001
- Sponsor Address: 2010 NW 150 STREET, SUITE 200, PEMBROKE PINES, FL, 33028
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,541
- Total Assets: $12.0M
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 | 2,541 | $12.0M | $6.8M | $380,986 |
| 2023 | 2,572 | $12.4M | $8.7M | $322,430 |
| 2022 | 2,275 | $11.8M | $9.6M | $336,231 |
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 ADMIN | Other Service Provider | $1,042,974 | — | $1,042,974 |
| HORIZON ACTUARIAL SERVICES LLC | Other Service Provider | $112,166 | — | $112,166 |
| LAPADULA CARLSON & CO. | Auditor | $82,343 | — | $82,343 |
| MED EXPERT | Other Service Provider | $40,352 | — | $40,352 |
| TOP DRAWER MEDIA SOLUTIONS | Other Service Provider | $22,271 | — | $22,271 |
| GODWIN, MORRIS, LAURENZI & BLOOMFIE | Other Service Provider | $15,671 | — | $15,671 |
| SEGAL SELECT INSURANCE | Other Service Provider | $13,606 | — | $13,606 |
| SMART DATA SOLUTIONS | Other Service Provider | $6,208 | — | $6,208 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPADULA CARLSON & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,335,591
- Estimated Expense Ratio: 11.151% 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 | $1,238,763 | $18,611 | $850,145 | $77,400 | — |
| 2023 | $1,500,353 | $15,695 | $1,032,025 | $69,988 | — |
| 2022 | $1,311,817 | $18,863 | $934,566 | — | $214,672 |