# Trustees Ufcw And Participating Employers New England Health Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-ufcw-and-participating-employers-new-england-health-fund-066069081-502

> Trustees Ufcw And Participating Employers New England Health Fund's 401(k) plan: 24,247 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [EMPLOYEE 8](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 7](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 5](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 3](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 6](https://planprovider.pro/provider/employee-fiduciary) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-ufcw-and-participating-employers-new-england-health-fund-066069081-502)

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