Plan Snapshot
- Plan Sponsor: Ufcw L. 1459 & Contr. Employers Legal Benefit Fund
- Sponsor EIN: 222507618
- Sponsor Address: 8 FAIRFIELD BLVD. SUITE 105, WALLINGFORD, CT, 06492
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,861
- Total Assets: $79,980
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 | 1,861 | $79,980 | $102,086 | $0 |
| 2023 | 2,034 | $58,390 | $101,022 | $0 |
| 2022 | 1,868 | $49,381 | $102,852 | $0 |
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 |
|---|---|---|---|---|
| AKMAN & ASSOCIATES | Other Service Provider | $65,837 | — | $65,837 |
| NOVAK FRANCELLA, LLC | Auditor | $8,750 | — | $8,750 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $8,475 | — | $8,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,062
- Estimated Expense Ratio: 103.853% 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 | $17,225 | — | $8,475 | $8,750 | — |
| 2023 | $19,845 | — | $8,663 | $8,750 | — |
| 2022 | $22,753 | — | $8,561 | — | $11,000 |