# Trustees Of Ufcw Local 1000 Oklahoma Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ufcw-local-1000-oklahoma-health-and-welfare-fund-020642001-501

> Trustees Of Ufcw Local 1000 Oklahoma Health And Welfare Fund's Health & Welfare plan: 2,541 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|

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