# Ufcw Local 1625 And Employers Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ufcw-local-1625-and-employers-health-welfare-fund-756232408-501

> Ufcw Local 1625 And Employers Health & Welfare Fund's Health & Welfare plan: 616 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ufcw Local 1625 And Employers Health & Welfare Fund

- **Sponsor EIN:** 756232408

- **Sponsor Address:** 2010 N.W. 150TH AVENUE, SUITE 200, PEMBROKE PINES, FL, 33028

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 616

- **Total Assets:** $7.1M

## 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|616|$7.1M|$7.5M|$16,399|

| 2023|651|$6.1M|$7.5M|$2,918|

| 2022|763|$5.4M|$8.6M|$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|

| CIGNA HEALTH AND LIFE INS CO|Other Service Provider|$386,641|—|$386,641|

| NEBA, INC.|Other Service Provider|$185,535|—|$185,535|

| LEGACY PROFESSIONALS LLP|Auditor|$48,020|—|$48,020|

| PHILLIPS, RICHARD, AND RIND PA|Other Service Provider|$24,465|—|$24,465|

| BHA CONSULTING LLC|Other Service Provider|$23,226|—|$23,226|

| TOP DRAWER, INC.|Other Service Provider|$14,393|—|$14,393|

| GAMCO ASSET MANAGEMENT INC.|Other Service Provider|$13,144|—|$13,144|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $695,424

- **Estimated Expense Ratio:** 9.832% 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|$374,866|$13,144|$179,806|$25,000|—|

| 2023|$365,042|—|$181,559|$25,000|—|

| 2022|$347,243|—|$220,941|—|$61,406|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ufcw-local-1625-and-employers-health-welfare-fund-756232408-501)

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