# Ufcw Union Local 919 & Contributing Empl Pension DB Plan
Source: https://planprovider.pro/companies/ufcw-union-local-919-contributing-empl-pension-plan

> Ufcw Union Local 919 & Contributing Empl Pension's DB plan: 4,271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$302,009|—|$302,009|

| PANAGORA ASSET MANAGEMENT|NONE|$246,175|—|$246,175|

| HAMILTON LANE ADVISORS, LLC|NONE|—|$190,578|$190,578|

| STERLING ORGANIZATION LLC|NONE|$186,238|—|$186,238|

| SIGULAR GUFF ADVISERS, LLC|NONE|—|$182,257|$182,257|

| LSV ASSET MANAGEMENT INTRNATIONAL|NONE|$178,043|—|$178,043|

| WEDGE CAPITAL MANAGEMENT|NONE|$165,577|—|$165,577|

| ROCK CREEK GROUP|NONE|—|$160,632|$160,632|

| WESTERN ASSET MANAGEMENT|NONE|$152,189|—|$152,189|

| SEGAL MARCO ADVISORS|NONE|$145,000|—|$145,000|

| NEW TOWER TRUST COMPANY|NONE|—|$141,268|$141,268|

| BNY MELLON|NONE|$136,290|—|$136,290|

| CONSTITUTION CAPITAL PARTNERS, LLC|NONE|—|$116,477|$116,477|

| PRUDENTIAL INSURANCE COMPANY|NONE|$98,391|—|$98,391|

| INTERCONTINENTAL RE CORP.|NONE|$91,765|—|$91,765|

| LOOMIS SAYLES & COMPANY, L.P.|NONE|$79,419|—|$79,419|

| EMPLOYEE 3|EMPLOYEE|$78,744|—|$78,744|

| SEMO LAW GROUP|NONE|$69,600|—|$69,600|

| MERGANSER CAPITAL MANAGEMENT|NONE|$43,435|—|$43,435|

| EMPLOYEE 6|EMPLOYEE|$39,157|—|$39,157|

| EMPLOYEE 4|EMPLOYEE|$38,371|—|$38,371|

| EMPLOYEE 5|EMPLOYEE|$38,371|—|$38,371|

| EMPLOYEE 1|EMPLOYEE|$38,240|—|$38,240|

| NOVAK FRANCELLA, LLC|NONE|$36,432|—|$36,432|

| EMPLOYEE 2|EMPLOYEE|$26,273|—|$26,273|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|NONE|$12,789|—|$12,789|

| SEGAL SELECT INSURANCE SERVICES|NONE|—|$12,368|$12,368|

| AUTOMATED DATA PROCESSING INC|NONE|$11,147|—|$11,147|

| WEBSTER BANK|NONE|$9,629|—|$9,629|

| AMALGAMATED BANK|NONE|$7,596|—|$7,596|

### Verified Provider Profiles

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

- [PRUDENTIAL INSURANCE COMPANY](https://planprovider.pro/provider/empower) — NONE

- [EMPLOYEE 3](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 6](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 4](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 5](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 1](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

## 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|

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