# Umwa 1974 Pension Trust Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/umwa-1974-pension-trust-board-of-trustees-plan

> Umwa 1974 Pension Trust Board Of Trustees's DB plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Umwa 1974 Pension Trust Board Of Trustees

- **Sponsor EIN:** 521050282

- **Sponsor Address:** 2121 K STREET N.W. SUITE 350, WASHINGTON, DC, 200371879

- **Plan Type:** DB

- **Total Participants:** 58

- **Total Assets:** $3.5B

## 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|58|$3.5B|$0|$0|

| 2023|52|$3.1B|$0|$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|

| WITHUMSMITH+BROWN, PC|Auditor|$274,446|—|$274,446|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $274,446

- **Estimated Expense Ratio:** 0.008% 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|$31,723,151|$3,260,552|—|$274,446|—|

| 2023|$27,076,003|$3,828,308|—|—|—|

## Similar Plans

- [Board Of Trustees - Umwa Cash Deferred Savings Plan Of 1988](https://planprovider.pro/companies/board-of-trustees-umwa-cash-deferred-savings-plan-of-1988-plan) — 2,247 participants

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