Plan Snapshot
- Plan Sponsor: Ua Local 13 Joint Board Of Trustees Employers Group Insurance Fund
- Sponsor EIN: 160766976
- Sponsor Address: 1850 MT. READ BLVD, ROCHESTER, NY, 146153703
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 850
- Total Assets: $67.2M
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 | 850 | $67.2M | $14.2M | $30,295 |
| 2023 | 836 | $63.4M | $13.0M | $14,821 |
| 2022 | 805 | $57.7M | $12.4M | $32,324 |
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 |
|---|---|---|---|---|
| MANNING & NAPIER, INC. | Other Service Provider | $248,821 | — | $248,821 |
| BONADIO & CO., LLP | Auditor | $149,615 | — | $149,615 |
| LIFETIME BENEFIT SOLUTIONS | Other Service Provider | $100,884 | — | $100,884 |
| ASHER KELLY | Other Service Provider | $97,706 | — | $97,706 |
| STEVE OSTRANDER | Other Service Provider | $93,027 | — | $93,027 |
| DEBORAH EDIZEL | Other Service Provider | $62,275 | — | $62,275 |
| MODERN ADMINSTRATION SYSTEMS, LLC | Other Service Provider | $57,318 | — | $57,318 |
| PATRICIA MARCIANO | Other Service Provider | $56,834 | — | $56,834 |
| BANK OF AMERICA | Other Service Provider | $32,163 | — | $32,163 |
| NATHAN BURDICK | Other Service Provider | $26,212 | — | $26,212 |
| U.A. LOCAL 13 BUILDING, INC. | Other Service Provider | $20,000 | — | $20,000 |
| SEGAL | Other Service Provider | $18,941 | — | $18,941 |
| MORGAN STANLEY SMITH BARNEY | Other Service Provider | $17,628 | — | $17,628 |
| PC RESULTS INC. | Other Service Provider | $12,719 | — | $12,719 |
| PHOENIX GRAPHICS | Other Service Provider | $10,948 | — | $10,948 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,005,091
- Estimated Expense Ratio: 1.495% 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 | $1,424,733 | $317,553 | $100,884 | $22,490 | — |
| 2023 | $1,187,114 | $294,158 | — | $22,490 | — |
| 2022 | $1,161,011 | $288,558 | $71,945 | — | $192,761 |