Plan Snapshot
- Plan Sponsor: Uebt Retiree Health Plan
- Sponsor EIN: 946078804
- Sponsor Address: 1000 BURNETT AVENUE, SUITE 110, CONCORD, CA, 94520
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 13,661
- Total Assets: $97.0M
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 | 13,661 | $97.0M | $73.7M | $26.9M |
| 2023 | 13,853 | $81.3M | $75.9M | $27.8M |
| 2022 | 14,131 | $67.0M | $79.2M | $28.5M |
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 | $4,727,287 | — | $4,727,287 |
| BLUE SHIELD OF CALIFORNIA | Other Service Provider | $297,262 | — | $297,262 |
| EIDE BAILLY LLP | Auditor | $281,097 | — | $281,097 |
| PART D ADVISORS, INC. | Other Service Provider | $246,943 | — | $246,943 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $218,792 | — | $218,792 |
| SEGAL COMPANY | Recordkeeper | $168,078 | — | $168,078 |
| VISION SERVICE PLAN | Other Service Provider | $140,759 | — | $140,759 |
| SOLIDARITUS | Other Service Provider | $134,743 | — | $134,743 |
| DELTA DENTAL | Other Service Provider | $130,988 | — | $130,988 |
| UFCW LOCAL 5 | Other Service Provider | $123,658 | — | $123,658 |
| PHARMACY BENEFIT SOLUTIONS | Other Service Provider | $118,681 | — | $118,681 |
| SEYFARTH & SHAW | Investment Advisor | $117,908 | — | $117,908 |
| ELIXIR RX SOLUTIONS | Other Service Provider | $91,376 | — | $91,376 |
| UFCW LOCAL 8 | Other Service Provider | $86,943 | — | $86,943 |
| HUDSON EDGE INVESTMENT PARTNERS | Other Service Provider | $74,508 | — | $74,508 |
| MEDEXPERT INTERNATIONAL INC | Other Service Provider | $41,717 | — | $41,717 |
| SAV RX | Other Service Provider | $31,358 | — | $31,358 |
| UFCW LOCAL 648 | Other Service Provider | $20,227 | — | $20,227 |
| NEW ENGLAND PENSION CONSULTANTS | Recordkeeper | $19,202 | — | $19,202 |
| CIGNA DENTAL | Other Service Provider | $9,640 | — | $9,640 |
| PODIATRY PLAN | Other Service Provider | $6,216 | — | $6,216 |
| ACTIVE RADAR | Other Service Provider | $5,898 | — | $5,898 |
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
- SEGAL COMPANY — Recordkeeper
- SEYFARTH & SHAW — Investment Advisor
- NEW ENGLAND PENSION CONSULTANTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,093,281
- Estimated Expense Ratio: 7.311% 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 | $7,617,252 | $93,710 | $4,727,287 | $46,563 | — |
| 2023 | $9,863,918 | — | $7,080,055 | $314,083 | — |
| 2022 | $11,928,140 | $75,308 | $7,251,881 | — | $3,707,796 |