# Trustees Of Ufcw Local 1776 & Part Employers H & W Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ufcw-local-1776-part-employers-h-w-fund-232949242-501

> Trustees Of Ufcw Local 1776 & Part Employers H & W Fund's Health & Welfare plan: 6,039 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ufcw Local 1776 & Part Employers H & W Fund

- **Sponsor EIN:** 232949242

- **Sponsor Address:** 3031-B WALTON ROAD, PLYMOUTH MEETING, PA, 19462

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 6,039

- **Total Assets:** $108.2M

## 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|6,039|$108.2M|$61.8M|$1.8M|

| 2023|5,882|$95.4M|$56.4M|$2.1M|

| 2022|5,978|$86.1M|$64.4M|$7.9M|

## 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|

| HEALTHCARE STRATEGIES, INC|Other Service Provider|$5,962,729|—|$5,962,729|

| MENTAL HEALTH CONSULTANTS|Other Service Provider|$238,388|—|$238,388|

| UFCW LOCAL 1776|Other Service Provider|—|$216,069|$216,069|

| BOLTON PARTNERS NORTHEAST|Other Service Provider|$202,500|—|$202,500|

| WELLS FARGO ADVISORS|Other Service Provider|$155,797|—|$155,797|

| HMC HEALTHWORKS|Other Service Provider|$96,168|—|$96,168|

| OPTUM RX|Other Service Provider|$64,660|—|$64,660|

| WILLIG, WILLIAMS & DAVIDSON|ERISA Attorney|$53,927|—|$53,927|

| ROBERT SLAWEK, DMD|Other Service Provider|$38,259|—|$38,259|

| ALAN ROSS & COMPANY, PC|Other Service Provider|$28,950|—|$28,950|

| STEVENS & LEE|ERISA Attorney|$28,618|—|$28,618|

| EYE MED|Other Service Provider|$19,772|—|$19,772|

| RBC WEALTH MANAGEMENT|Other Service Provider|$16,648|—|$16,648|

### Verified Provider Profiles

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

- [WILLIG, WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney

- [STEVENS & LEE](https://planprovider.pro/provider/stevens-and-lee-pc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,122,485

- **Estimated Expense Ratio:** 6.580% 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|$9,944,725|$172,445|$5,962,729|$28,950|—|

| 2023|$7,700,445|$152,252|$3,831,013|$27,000|—|

| 2022|$8,706,906|$94,115|$3,160,969|—|$370,811|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ufcw-local-1776-part-employers-h-w-fund-232949242-501)

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