# Ufcw Union & Participating Food Industry Employers Tri-State Pension F DB Plan
Source: https://planprovider.pro/companies/ufcw-union-participating-food-industry-employers-tri-state-pension-f-plan

> Ufcw Union & Participating Food Industry Employers Tri-State Pension F's DB plan: 6,739 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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|

| HEALTHCARE STRATEGIES, INC.|NONE|$846,893|—|$846,893|

| ASB CAPITAL MANAGEMENT|NONE|$236,123|—|$236,123|

| SAGE ADVISORY SERVICES LTD CO|NONE|$182,414|—|$182,414|

| WESTFIELD CAPITAL MANAGEMENT|NONE|$175,749|—|$175,749|

| CBIZ|NONE|$163,464|—|$163,464|

| LOOMIS-SAYLES & COMPANY, LP|NONE|$162,770|—|$162,770|

| SCHULTE ROTH & ZABEL LLP|NONE|$121,682|—|$121,682|

| NORTHERN TRUST COMPANY|NONE|$107,862|—|$107,862|

| GRAYSTONE CONSULTING|NONE|$95,000|—|$95,000|

| MFS INSTITUTIONAL ADVISORS,INC.|NONE|$80,028|—|$80,028|

| VICTORY CAPITAL MANAGEMENT|NONE|$77,981|—|$77,981|

| COOKE & BEILER|NONE|$73,096|—|$73,096|

| EMERALD ADVISORS|NONE|$71,183|—|$71,183|

| WILLIG, WILLIAMS & DAVIDSON|NONE|$65,561|—|$65,561|

| THE STAYWELL COMPANY LLC|NONE|$57,511|—|$57,511|

| ALAN ROSS & COMPANY, P.C.|NONE|$42,500|—|$42,500|

| HARDMAN JOHNSTON GLOBAL ADVISORS|NONE|$38,846|—|$38,846|

| LAZARD ASSET MANAGEMENT|NONE|$32,667|—|$32,667|

| O'BRIEN BELLAND & BUSHINSKY|NONE|$28,644|—|$28,644|

| WEDGE CAPITAL MANAGEMENT L.L.P.|NONE|$27,316|—|$27,316|

| SLC MANAGEMENT|NONE|$25,000|—|$25,000|

| NATIONAL COORDINATING COMMITTEE|NONE|$9,000|—|$9,000|

| PENSION BENEFIT INFORMATION LLC|NONE|$7,635|—|$7,635|

| SEGAL MARCO ADVISORS|NONE|$7,600|—|$7,600|

### Verified Provider Profiles

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

- [SCHULTE ROTH & ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — NONE

- [GRAYSTONE CONSULTING](https://planprovider.pro/provider/morgan-stanley) — NONE

- [VICTORY CAPITAL MANAGEMENT](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

- [WILLIG, WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,736,525

- **Estimated Expense Ratio:** 0.314% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ufcw-union-participating-food-industry-employers-tri-state-pension-f-plan)

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