# Ufcw L. 1459 & Contr. Employers Legal Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ufcw-l-1459-contr-employers-legal-benefit-fund-222507618-501

> Ufcw L. 1459 & Contr. Employers Legal Benefit Fund's Health & Welfare plan: 1,861 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ufcw-l-1459-contr-employers-legal-benefit-fund-222507618-501)

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