# Ufcw Local 1529 Retiree Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ufcw-local-1529-retiree-fund-461465087-501

> Ufcw Local 1529 Retiree Fund's Health & Welfare plan: 485 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ufcw Local 1529 Retiree Fund

- **Sponsor EIN:** 461465087

- **Sponsor Address:** 661 N ERICSON ROAD, CORDOVA, TN, 38018

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 485

- **Total Assets:** $2.4M

## 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|485|$2.4M|$0|$76,580|

| 2023|492|$2.8M|$0|$88,650|

| 2022|492|$3.1M|$641,669|$114,026|

## 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|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$58,766|—|$58,766|

| ADMINISTRATIVE CONSULTING SERVICES|Other Service Provider|$47,125|—|$47,125|

| CALIBRE CPA GROUP PLLC|Auditor|$12,000|—|$12,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $117,891

- **Estimated Expense Ratio:** 5.001% 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|$140,287|$70|$47,125|$12,000|—|

| 2023|$156,087|$70|$44,405|$12,000|—|

| 2022|$143,571|$70|$50,756|—|$65,846|

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