# Ufcw & Employers Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/ufcw-employers-benefit-trust-946078804-502

> Ufcw & Employers Benefit Trust's Health & Welfare plan: 25,845 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ufcw & Employers Benefit Trust

- **Sponsor EIN:** 946078804

- **Sponsor Address:** 1000 BURNETT AVE SUITE 110, CONCORD, CA, 94520

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 25,845

- **Total Assets:** $475.6M

## 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|25,845|$475.6M|$387.0M|$13.4M|

| 2023|25,895|$484.1M|$398.3M|$14.2M|

| 2022|26,089|$459.9M|$415.4M|$14.7M|

## 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|$12,201,183|—|$12,201,183|

| BLUE SHIELD OF CALIFORNIA|Other Service Provider|$3,413,861|—|$3,413,861|

| SOLIDARITUS|Other Service Provider|$774,826|—|$774,826|

| DELTA DENTAL|Other Service Provider|$734,416|—|$734,416|

| ELIXIR|Other Service Provider|$730,591|—|$730,591|

| MEDEXPERT INTERNATIONAL INC|Other Service Provider|$699,885|—|$699,885|

| EIDE BAILLY LLP|Auditor|$527,072|—|$527,072|

| HEALTH MANAGEMENT CONCEPTS|Other Service Provider|$523,374|—|$523,374|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$421,776|—|$421,776|

| SEGAL COMPANY|Recordkeeper|$334,072|—|$334,072|

| QUEST DIAGNOSTIC|Other Service Provider|$333,762|—|$333,762|

| UFCW LOCAL 5|Other Service Provider|$309,087|—|$309,087|

| VISION SERVICE PLAN|Other Service Provider|$263,587|—|$263,587|

| ULLICO INVESTMENT ADVISORS INC.|Other Service Provider|$259,967|—|$259,967|

| PHARMACY BENEFIT SOLUTIONS|Other Service Provider|$257,851|—|$257,851|

| SEYFARTH & SHAW|Investment Advisor|$255,189|—|$255,189|

| UFCW LOCAL 648|Other Service Provider|$224,411|—|$224,411|

| MCCRACKEN, STEMMERMAN & HOLSBERRY|Other Service Provider|$125,323|—|$125,323|

| NEW ENGLAND PENSION CONSULTANTS|Recordkeeper|$118,796|—|$118,796|

| JACE MARKETING SOLUTIONS|Other Service Provider|$73,903|—|$73,903|

| PODIATRY PLAN|Other Service Provider|$68,732|—|$68,732|

| LORD ABBETT|Other Service Provider|$62,175|—|$62,175|

| UFCW LOCAL 8|Other Service Provider|$59,801|—|$59,801|

| ACTIVE RADAR|Other Service Provider|$47,994|—|$47,994|

| HUDSON EDGE INVESTMENT PARTNERS|Other Service Provider|$41,488|—|$41,488|

| CIGNA|Other Service Provider|$41,178|—|$41,178|

| NORTHERN TRUST|Other Service Provider|$31,043|—|$31,043|

| LABCORP|Other Service Provider|$19,175|—|$19,175|

### 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:** $22,954,518

- **Estimated Expense Ratio:** 4.827% 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|$26,044,661|$1,904,933|$12,201,183|$71,800|—|

| 2023|$23,443,935|$2,106,846|$10,000,371|$765,575|—|

| 2022|$23,358,130|$1,089,452|$10,063,775|—|$10,783,343|

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