Plan Snapshot
- Plan Sponsor: Trustees Ufcw And Participating Employers New England Health Fund
- Sponsor EIN: 066069081
- Sponsor Address: 290 POST ROAD WEST, P.O. BOX 5160, WESTPORT, CT, 068809917
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 24,247
- Total Assets: $87.8M
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 | 24,247 | $87.8M | $119.8M | $12.1M |
| 2023 | 24,093 | $90.2M | $116.4M | $11.8M |
| 2022 | 22,900 | $102.9M | $99.8M | $11.0M |
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 |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS INC. | Other Service Provider | $2,731,069 | — | $2,731,069 |
| UFCW UNION LOCAL 919 PENSION | Other Service Provider | $382,289 | — | $382,289 |
| THE SEGAL COMPANY | Other Service Provider | $280,376 | — | $280,376 |
| OPTUMRX ADMINISTRATIVE SERVICES, LL | Other Service Provider | $182,240 | — | $182,240 |
| EMPLOYEE 4 | Recordkeeper | $171,954 | — | $171,954 |
| VIRTA MEDICAL PC | Other Service Provider | $154,033 | — | $154,033 |
| HINGE HEALTH, INC. | Other Service Provider | $146,844 | — | $146,844 |
| UNION PRINTING, INC. | Other Service Provider | $135,439 | — | $135,439 |
| NOVAK FRANCELLA, LLC | Auditor | $120,524 | — | $120,524 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $114,050 | — | $114,050 |
| EMPLOYEE 8 | Recordkeeper | $97,488 | — | $97,488 |
| SEMO LAW GROUP | Other Service Provider | $91,614 | — | $91,614 |
| EMPLOYEE 7 | Recordkeeper | $79,152 | — | $79,152 |
| EMPLOYEE 5 | Recordkeeper | $77,770 | — | $77,770 |
| LIVONGO HEALTH, INC. | Other Service Provider | $77,073 | — | $77,073 |
| FIRST AMERICAN ADMINISTRATORS | Other Service Provider | $75,564 | — | $75,564 |
| EMPLOYEE 1 | Recordkeeper | $72,381 | — | $72,381 |
| EMPLOYEE 2 | Recordkeeper | $69,904 | — | $69,904 |
| EMPLOYEE 3 | Recordkeeper | $57,757 | — | $57,757 |
| PREMIER TECHNOLOGY SOLUTIONS, INC. | Other Service Provider | $56,591 | — | $56,591 |
| EMPLOYEE 6 | Recordkeeper | $46,479 | — | $46,479 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $20,236 | — | $20,236 |
| ADP | Other Service Provider | $12,936 | — | $12,936 |
| MORGAN STANLEY | Other Service Provider | $11,294 | — | $11,294 |
| BOYD WATTERSON ASSET MGMT. | Other Service Provider | $7,509 | — | $7,509 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE 4 — Recordkeeper
- NOVAK FRANCELLA, LLC — Auditor
- EMPLOYEE 8 — Recordkeeper
- EMPLOYEE 7 — Recordkeeper
- EMPLOYEE 5 — Recordkeeper
- EMPLOYEE 1 — Recordkeeper
- EMPLOYEE 2 — Recordkeeper
- EMPLOYEE 3 — Recordkeeper
- EMPLOYEE 6 — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,272,566
- Estimated Expense Ratio: 6.005% 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 | $5,753,887 | $51,697 | $3,366,823 | $63,000 | — |
| 2023 | $5,951,230 | $67,989 | $3,378,857 | $141,577 | — |
| 2022 | $5,784,000 | $65,696 | $3,005,059 | — | $507,542 |