Plan Snapshot
- Plan Sponsor: Ufcw Union Local 919 & Contributing Empl Pension
- Sponsor EIN: 061065206
- Sponsor Address: 6 HYDE ROAD, 2ND FLOOR, FARMINGTON, CT, 060322830
- Plan Type: DB
- Total Participants: 4,271
- Total Assets: $470.3M
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 | 4,271 | $470.3M | $8.2M | $0 |
| 2023 | 4,298 | $449.7M | $8.4M | $0 |
| 2022 | 4,279 | $419.8M | $8.1M | $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 |
|---|---|---|---|---|
| SEGAL COMPANY | Other Service Provider | $302,009 | — | $302,009 |
| PANAGORA ASSET MANAGEMENT | Other Service Provider | $246,175 | — | $246,175 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | — | $190,578 | $190,578 |
| STERLING ORGANIZATION LLC | Other Service Provider | $186,238 | — | $186,238 |
| SIGULAR GUFF ADVISERS, LLC | Other Service Provider | — | $182,257 | $182,257 |
| LSV ASSET MANAGEMENT INTRNATIONAL | Other Service Provider | $178,043 | — | $178,043 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $165,577 | — | $165,577 |
| ROCK CREEK GROUP | Other Service Provider | — | $160,632 | $160,632 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $152,189 | — | $152,189 |
| SEGAL MARCO ADVISORS | Other Service Provider | $145,000 | — | $145,000 |
| NEW TOWER TRUST COMPANY | Other Service Provider | — | $141,268 | $141,268 |
| BNY MELLON | Other Service Provider | $136,290 | — | $136,290 |
| CONSTITUTION CAPITAL PARTNERS, LLC | Other Service Provider | — | $116,477 | $116,477 |
| PRUDENTIAL INSURANCE COMPANY | Recordkeeper | $98,391 | — | $98,391 |
| INTERCONTINENTAL RE CORP. | Other Service Provider | $91,765 | — | $91,765 |
| LOOMIS SAYLES & COMPANY, L.P. | Other Service Provider | $79,419 | — | $79,419 |
| EMPLOYEE 3 | Recordkeeper | $78,744 | — | $78,744 |
| SEMO LAW GROUP | Other Service Provider | $69,600 | — | $69,600 |
| MERGANSER CAPITAL MANAGEMENT | Other Service Provider | $43,435 | — | $43,435 |
| EMPLOYEE 6 | Recordkeeper | $39,157 | — | $39,157 |
| EMPLOYEE 4 | Recordkeeper | $38,371 | — | $38,371 |
| EMPLOYEE 5 | Recordkeeper | $38,371 | — | $38,371 |
| EMPLOYEE 1 | Recordkeeper | $38,240 | — | $38,240 |
| NOVAK FRANCELLA, LLC | Auditor | $36,432 | — | $36,432 |
| EMPLOYEE 2 | Recordkeeper | $26,273 | — | $26,273 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | Other Service Provider | $12,789 | — | $12,789 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $12,368 | $12,368 |
| AUTOMATED DATA PROCESSING INC | Other Service Provider | $11,147 | — | $11,147 |
| WEBSTER BANK | Other Service Provider | $9,629 | — | $9,629 |
| AMALGAMATED BANK | Other Service Provider | $7,596 | — | $7,596 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE COMPANY — Recordkeeper
- EMPLOYEE 3 — Recordkeeper
- EMPLOYEE 6 — Recordkeeper
- EMPLOYEE 4 — Recordkeeper
- EMPLOYEE 5 — Recordkeeper
- EMPLOYEE 1 — Recordkeeper
- NOVAK FRANCELLA, LLC — Auditor
- EMPLOYEE 2 — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,034,460
- Estimated Expense Ratio: 0.645% 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 | $4,384,618 | $2,629,750 | — | $31,000 | — |
| 2023 | $4,151,251 | $2,636,867 | — | $31,000 | — |
| 2022 | $4,322,891 | $2,963,264 | — | — | $376,752 |