# Ucbt Retiree Health Plan 401(k) Plan
Source: https://planprovider.pro/companies/ucbt-retiree-health-plan-822616834-501

> Ucbt Retiree Health Plan's 401(k) plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [EIDE BAILLY LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Albertsons Companies, INC.](https://planprovider.pro/companies/albertsons-companies-inc-401k-plan) — 215,654 participants

- [Board Of Trustees, So Ca Ufcw Unions & Food Employers](https://planprovider.pro/companies/board-of-trustees-so-ca-ufcw-unions-food-employers-951939092-001) — 55,507 participants

- [Board Of Trustees, Ufcw No. California Employers Joint Pension Plan](https://planprovider.pro/companies/board-of-trustees-ufcw-no-calif-employers-joint-pension-plan-plan) — 39,903 participants

- [Board Of Trustees, United Food And Commercial Workers](https://planprovider.pro/companies/board-of-trustees-united-food-and-commercial-workers-952301788-501) — 38,865 participants

- [Ufcw & Employers Benefit Trust](https://planprovider.pro/companies/ufcw-employers-benefit-trust-946078804-502) — 25,845 participants

- [Board Of Trustees Ufcw No. California Food Employers Joint Ind Account](https://planprovider.pro/companies/board-of-trustees-ufcw-no-california-f-joint-individual-account-plan-plan) — 25,465 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ucbt-retiree-health-plan-822616834-501)

© 2026 PlanProvider.Pro