# Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust DB Plan
Source: https://planprovider.pro/companies/ufcw-pharmacists-clerks-and-drug-employer-s-pension-trust-plan

> Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust's DB plan: 3,270 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust

- **Sponsor EIN:** 942518312

- **Sponsor Address:** 1000 BURNETT AVE SUITE 110, CONCORD, CA, 94520

- **Plan Type:** DB

- **Total Participants:** 3,270

- **Total Assets:** $186.4M

## 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|3,270|$186.4M|$3.4M|$0|

| 2023|3,211|$178.9M|$3.9M|$0|

| 2022|3,531|$171.5M|$3.8M|$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|

| UFCW GROUP ADMINISTRATION LLC|SALARIED ADMINISTRATOR|$475,685|—|$475,685|

| EIDE BAILLY|NONE|$150,242|—|$150,242|

| RVK INC.|NONE|$88,950|—|$88,950|

| SEGAL COMPANY|NONE|$85,307|—|$85,307|

| NORTHERN TRUST|NONE|$69,742|—|$69,742|

| SALTZMAN AND JOHNSON LAW CORP|NONE|$43,416|—|$43,416|

| UFCW LOCAL 5|SPONSOR|$12,313|—|$12,313|

| UFCW LOCAL 8|SPONSOR|$8,745|—|$8,745|

### Verified Provider Profiles

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

- [UFCW GROUP ADMINISTRATION LLC](https://planprovider.pro/provider/john-hancock) — SALARIED ADMINISTRATOR

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — NONE

- [SEGAL COMPANY](https://planprovider.pro/provider/milliman) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $934,400

- **Estimated Expense Ratio:** 0.501% 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|$2,330,425|$1,056,065|$475,685|$36,775|—|

| 2023|$2,337,746|$1,071,411|$484,451|$87,804|—|

| 2022|$2,212,717|$1,058,786|$448,539|—|$324,287|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ufcw-pharmacists-clerks-and-drug-employer-s-pension-trust-plan)

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