Plan Snapshot
- Plan Sponsor: Ucbt Retiree Health Plan
- Sponsor EIN: 822616834
- Sponsor Address: 1000 BURNETT AVE STE 200, CONCORD, CA, 94520
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 210
- Total Assets: $633,600
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 | 210 | $633,600 | $1.1M | $587,147 |
| 2023 | 221 | $3.4M | $3.3M | $563,132 |
| 2022 | 104 | $1.7M | $1.3M | $325,464 |
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 |
|---|---|---|---|---|
| UFCW GROUP ADMINISTRATION LLC | Recordkeeper | $110,276 | — | $110,276 |
| EIDE BAILLY LLP | Auditor | $30,725 | — | $30,725 |
| BLUE SHIELD | Other Service Provider | $17,258 | — | $17,258 |
| HORIZON | Other Service Provider | $9,659 | — | $9,659 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UFCW GROUP ADMINISTRATION LLC — Recordkeeper
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,918
- Estimated Expense Ratio: 26.502% 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 | $203,387 | — | $110,276 | $29,342 | — |
| 2023 | $171,147 | — | $81,452 | $30,240 | — |
| 2022 | $144,487 | — | $72,300 | — | $60,346 |