# Ua Local 13 Joint Board Of Trustees Employers Group Insurance Fund 401(k) Plan
Source: https://planprovider.pro/companies/ua-local-13-joint-board-of-trustees-employers-group-insurance-fund-160766976-501

> Ua Local 13 Joint Board Of Trustees Employers Group Insurance Fund's 401(k) plan: 850 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bonadio-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ua-local-13-joint-board-of-trustees-employers-group-insurance-fund-160766976-501)

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