# U A Local Union Officers & Employees Pension Fund DB Plan
Source: https://planprovider.pro/companies/u-a-local-union-officers-employees-pension-fund-plan

> U A Local Union Officers & Employees Pension Fund's DB plan: 1,925 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 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](https://planprovider.pro/provider/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|

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