Plan Snapshot
- Plan Sponsor: Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund
- Sponsor EIN: 311586967
- Sponsor Address: 2010 NW 150TH AVENUE, PEMBROKE PINES, FL, 33028
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 9,411
- Total Assets: $25.8M
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 | 9,411 | $25.8M | $33.4M | $2.0M |
| 2023 | 9,970 | $23.1M | $27.5M | $2.1M |
| 2022 | 9,336 | $22.0M | $27.7M | $2.4M |
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 |
|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFITS ADMIN | Other Service Provider | $2,199,705 | — | $2,199,705 |
| HST TECHNOLOGY SOLUTATIONS | Other Service Provider | $459,537 | — | $459,537 |
| HORIZON ACTUARIAL SERVICES LLC | Other Service Provider | $154,618 | — | $154,618 |
| MED EXPERT | Other Service Provider | $147,795 | — | $147,795 |
| LAPADULA CARLSON & CO. | Auditor | $99,300 | — | $99,300 |
| TOP DRAWER MEDIA | Other Service Provider | $62,149 | — | $62,149 |
| SEGAL SELECT INSURANCE SERVICE | Other Service Provider | $24,085 | — | $24,085 |
| GODWIN, MORRIS, LAURENZI & BLOOMFIE | Other Service Provider | $22,603 | — | $22,603 |
| SMART DATA SOLUTIONS | Other Service Provider | $8,528 | — | $8,528 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPADULA CARLSON & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,178,320
- Estimated Expense Ratio: 12.329% 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 | $2,489,727 | $39,882 | $1,751,612 | $99,300 | — |
| 2023 | $2,528,053 | $40,698 | $1,780,802 | $80,488 | — |
| 2022 | $2,505,781 | $52,867 | $1,797,318 | — | $288,159 |