# Ubcj Of America General Office & Staff Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/ubcj-of-america-general-office-staff-health-and-welfare-plan-521911622-501

> Ubcj Of America General Office & Staff Health And Welfare Plan's Health & Welfare plan: 61 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [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:** $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|

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