# Ufcw Local 360 Scholarship Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ufcw-local-360-scholarship-fund-223664900-501

> Ufcw Local 360 Scholarship Fund's Health & Welfare plan: 10,187 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Ufcw Local 360 Scholarship Fund

- **Sponsor EIN:** 223664900

- **Sponsor Address:** 400 COMMERCE LANE ROUTE 73, WEST BERLIN, NJ, 080919253

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 10,187

- **Total Assets:** $18,212

## 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.|

| 2025|10,187|$18,212|$0|$0|

| 2024|9,854|$31,457|$0|$0|

| 2023|9,706|$29,833|$0|$0|

| 2022|10,309|$30,787|$0|$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|

| BARATZ & ASSOCIATES, PA|Auditor|$5,000|—|$5,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,000

- **Estimated Expense Ratio:** 27.454% 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|

| 2025|$57,536|—|—|$5,000|—|

| 2024|$31,229|—|—|$4,500|—|

| 2023|$34,124|—|—|—|—|

| 2022|$29,395|—|—|—|$3,894|

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