# United Association Local 7 Pension Plan DB Plan
Source: https://planprovider.pro/companies/united-association-local-7-pension-plan-912055384-001

> United Association Local 7 Pension Plan's DB plan: 842 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Association Local 7 Pension Plan

- **Sponsor EIN:** 912055384

- **Sponsor Address:** 18 AVIS DRIVE, LATHAM, NY, 121102605

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 842

- **Total Assets:** $281.0M

## 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|842|$281.0M|$15.9M|$0|

| 2023|853|$256.7M|$15.2M|$0|

| 2022|867|$225.9M|$16.2M|$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|

| NEW CENTURY ADVISORS LLC|Other Service Provider|$259,475|—|$259,475|

| SILVERCREST ASSET MANAGEMENT GROUP,|Other Service Provider|$154,172|—|$154,172|

| OAKTREE SENIOR LOAN FUND|Other Service Provider|$113,358|—|$113,358|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$74,209|—|$74,209|

| MPC CAPITAL ADVISORS LLC|Other Service Provider|$62,722|—|$62,722|

| WESTWOOD TRUST|Other Service Provider|$56,890|—|$56,890|

| BOLTON PARTNERS NORTHEAST, INC.|Other Service Provider|$53,150|—|$53,150|

| BLITMAN & KING|Other Service Provider|$45,703|—|$45,703|

| MENGEL, METZGER, BARR, AND CO., LLP|Auditor|$37,050|—|$37,050|

| RYAN HEIMROTH|Recordkeeper|$31,489|—|$31,489|

### Verified Provider Profiles

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

- [MENGEL, METZGER, BARR, AND CO., LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $888,218

- **Estimated Expense Ratio:** 0.316% 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|$1,166,229|$779,348|—|$37,050|—|

| 2023|$1,142,821|$788,294|—|$38,947|—|

| 2022|$993,976|$666,977|—|—|$120,746|

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