Plan Snapshot
- Plan Sponsor: U A Local Union Officers & Employees Pension Fund
- Sponsor EIN: 521178032
- Sponsor Address: THREE PARK PLACE, ANNAPOLIS, MD, 214013687
- Plan Type: DB
- Total Participants: 1,925
- Total Assets: $1.3B
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 | 1,925 | $1.3B | $66.0M | $0 |
| 2023 | 2,018 | $1.2B | $63.1M | $0 |
| 2022 | 1,846 | $1.1B | $55.1M | $0 |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $47,531 | — | $47,531 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,531
- Estimated Expense Ratio: 0.004% 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 | $5,699,774 | $3,323,914 | $79,749 | $47,531 | — |
| 2023 | $5,639,238 | $3,279,069 | $64,474 | $49,306 | — |
| 2022 | $5,936,178 | $4,253,271 | — | — | $719,923 |