Plan Snapshot
- Plan Sponsor: Union Of Concerned Scientists, INC.
- Sponsor EIN: 042535767
- Sponsor Address: TWO BRATTLE SQUARE, CAMBRIDGE, MA, 022389105
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 653
- Total Assets: $76.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 653 | $76.5M | $0 | $0 |
| 2024 | 223 | $67.8M | $1.7M | $2.2M |
| 2023 | 218 | $57.9M | $1.6M | $2.0M |
| 2022 | 210 | $48.5M | $1.6M | $1.9M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Other Service Provider | $25,000 | — | $25,000 |
| HUB INTERNATIONAL, MID-ATLANTIC | Other Service Provider | $25,000 | — | $25,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,000
- Estimated Expense Ratio: 0.065% 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 |
|---|---|---|---|---|---|
| 2025 | $6,779,959 | — | $50,150 | — | — |
| 2024 | $54,725 | — | $50,075 | — | — |
| 2023 | $4,542 | — | $100 | — | — |
| 2022 | $4,308 | $4,183 | $125 | — | — |