Plan Snapshot
- Plan Sponsor: Ufcw Union & Participating Food Industry Employers Tri-State Pension F
- Sponsor EIN: 236396097
- Sponsor Address: 3031B WALTON ROAD, PLYMOUTH MEETING, PA, 194622388
- Plan Type: DB
- Total Participants: 6,739
- Total Assets: $872.0M
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 | 6,739 | $872.0M | $11.4M | $0 |
| 2023 | 4,402 | $234.7M | $11.5M | $0 |
| 2022 | 5,055 | $267.5M | $12.0M | $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 |
|---|---|---|---|---|
| ALAN ROSS & COMPANY PC | Auditor | $42,500 | — | $42,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,500
- Estimated Expense Ratio: 0.005% 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 | $3,723,663 | $1,201,359 | $846,893 | $42,500 | — |
| 2023 | $3,997,873 | $1,377,778 | $887,367 | $33,154 | — |
| 2022 | $4,039,874 | $1,669,336 | $846,893 | — | $270,940 |