# U.A. Local 13 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/u-a-local-13-annuity-fund-plan

> U.A. Local 13 Annuity Fund's DC plan: 1,119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.A. Local 13 Annuity Fund

- **Sponsor EIN:** 521041321

- **Sponsor Address:** 1850 MT. READ BLVD., ROCHESTER, NY, 146153703

- **Plan Type:** DC

- **Total Participants:** 1,119

- **Total Assets:** $201.4M

## 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|1,119|$201.4M|$7.1M|$2.1M|

| 2023|1,050|$181.3M|$7.5M|$2.1M|

| 2022|1,030|$159.7M|$6.6M|$2.9M|

## 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|

| U.A. LOCAL 13 EMPLOYERS GRP INS FUD|RELATED PARTY/SHARED EXP.|$162,478|—|$162,478|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$66,876|—|$66,876|

| ASHERKELLY|NONE|$47,247|—|$47,247|

| SEGAL MARCO ADVISORS, INC.|INVESTMENT ADVISOR|$31,785|—|$31,785|

| BONADIO & CO. LLP|NONE|$27,185|—|$27,185|

| U.A. LOCAL 13 BUILDING, INC.|RELATED PARTY/RENT|$20,000|—|$20,000|

### Verified Provider Profiles

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

- [BONADIO & CO. LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $355,571

- **Estimated Expense Ratio:** 0.177% 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|$340,709|$31,785|$2,850|$27,185|—|

| 2023|$268,216|$30,000|$2,200|$19,685|—|

| 2022|$231,895|—|—|—|$89,718|

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