# Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ufcw-local-1000-and-kroger-dallas-health-welfare-fund-311586967-501

> Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund's Health & Welfare plan: 9,411 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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.](https://planprovider.pro/provider/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|

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