# Ufcw Union & Participating Food In Employers Tri-State Health-Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/ufcw-union-participating-food-in-employers-tri-state-health-welfare-236449794-501

> Ufcw Union & Participating Food In Employers Tri-State Health-Welfare's Health & Welfare plan: 2,832 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ufcw Union & Participating Food In Employers Tri-State Health-Welfare

- **Sponsor EIN:** 236449794

- **Sponsor Address:** 27 ROLAND AVENUE, MT. LAUREL, NJ, 08054

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,832

- **Total Assets:** $57.7M

## 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|2,832|$57.7M|$41.7M|$114,210|

| 2023|2,773|$51.1M|$39.5M|$110,760|

| 2022|2,721|$41.3M|$38.0M|$73,708|

## 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|

| TRI-STATE ADMINISTRATORS|Other Service Provider|$2,543,408|—|$2,543,408|

| INDEPENDENCE BLUE CROSS|Other Service Provider|$842,362|—|$842,362|

| AMERIHEALTH ADMINISTRATORS|Other Service Provider|$557,686|—|$557,686|

| EXPRESS SCRIPTS INC|Other Service Provider|$382,038|—|$382,038|

| O'BRIEN BELLAND & BUSHINSKY LLC|Other Service Provider|$177,382|—|$177,382|

| SPEAR WILDERMAN PC|Other Service Provider|$169,418|—|$169,418|

| HEALTH PLAN SYSTEMS|Other Service Provider|$110,000|—|$110,000|

| UNITED CONCORDIA COMPANIES,INC.|Other Service Provider|$77,507|—|$77,507|

| STEVENS & LEE|ERISA Attorney|$42,794|—|$42,794|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$40,400|—|$40,400|

| BARATZ & ASSOCIATES, P.A.|Auditor|$40,000|—|$40,000|

| PNC BANK|Other Service Provider|$16,054|—|$16,054|

| CHEIRON INC|Other Service Provider|$13,000|—|$13,000|

| VISION BENEFITS OF AMERICA|Other Service Provider|$11,523|—|$11,523|

| DATABASE CONSULTING|Other Service Provider|$11,325|—|$11,325|

| MORGAN STANLEY SMITH BARNEY|Recordkeeper|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [STEVENS & LEE](https://planprovider.pro/provider/stevens-and-lee-pc) — ERISA Attorney

- [BARATZ & ASSOCIATES, P.A.](https://planprovider.pro/provider/baratz-and-associates-pa) — Auditor

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,040,897

- **Estimated Expense Ratio:** 8.743% 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|$2,973,686|$6,000|$2,441,067|$40,000|—|

| 2023|$2,715,058|$8,000|$2,325,381|$39,750|—|

| 2022|$2,569,899|$8,000|$2,214,752|—|$156,401|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ufcw-union-participating-food-in-employers-tri-state-health-welfare-236449794-501)

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