Plan Snapshot
- Plan Sponsor: Ubcj Of America General Office & Staff Health And Welfare Plan
- Sponsor EIN: 521911622
- Sponsor Address: 8311 W. SUNSET ROAD, LAS VEGAS, NV, 89113
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 61
- Total Assets: $11.9M
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 | 61 | $11.9M | $4.4M | $267,314 |
| 2023 | 122 | $11.6M | $4.5M | $227,654 |
| 2022 | 120 | $11.3M | $4.6M | $188,990 |
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 |
|---|---|---|---|---|
| ANTHEM | Other Service Provider | $57,761 | — | $57,761 |
| BENESYS INC | Other Service Provider | $57,488 | — | $57,488 |
| ALAN BILLER & ASSOCIATES | ERISA Attorney | $31,250 | — | $31,250 |
| PROPEL INSURANCE | Other Service Provider | $30,000 | — | $30,000 |
| SHANLEY, APC | Other Service Provider | $27,192 | — | $27,192 |
| CALIBRE CPA GROUP PLLC | Auditor | $24,720 | — | $24,720 |
| HINES AND ASSOCIATES, INC | Other Service Provider | $21,424 | — | $21,424 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $20,859 | — | $20,859 |
| UNION BANK | Other Service Provider | $17,048 | — | $17,048 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Other Service Provider | $5,659 | — | $5,659 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN BILLER & ASSOCIATES — ERISA Attorney
- 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: $293,401
- Estimated Expense Ratio: 2.468% 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 | $366,247 | $37,666 | $57,488 | $24,720 | — |
| 2023 | $370,269 | $30,650 | $64,814 | $24,006 | — |
| 2022 | $349,506 | $54,084 | $51,660 | — | $140,885 |