# Uebt Retiree Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/uebt-retiree-health-plan-946078804-501

> Uebt Retiree Health Plan's Health & Welfare plan: 13,661 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SEYFARTH & SHAW](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [NEW ENGLAND PENSION CONSULTANTS](https://planprovider.pro/provider/milliman) — 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|

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