# United Benefit Fund 401(k) Plan
Source: https://planprovider.pro/companies/united-benefit-fund-562423802-501

> United Benefit Fund's 401(k) plan: 2,621 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Benefit Fund

- **Sponsor EIN:** 562423802

- **Sponsor Address:** 40-26 235TH ST., DOUGLASTON, NY, 11363

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,621

- **Total Assets:** $42.7M

## 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|2,621|$42.7M|$35.0M|$346,181|

| 2023|2,581|$37.1M|$32.0M|$293,266|

| 2022|2,755|$32.8M|$30.6M|$240,389|

## 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|

| MERITAIN|Other Service Provider|$1,330,749|—|$1,330,749|

| SUNNY MEDICAL|Other Service Provider|$373,259|—|$373,259|

| JEANNA TALAMO|Custodian / Trustee|$133,273|—|$133,273|

| DEAN DELUCIA|Other Service Provider|$109,322|—|$109,322|

| GORLICK, KRAVITZ & LISTHAUS PC|Other Service Provider|$108,650|—|$108,650|

| IT ON DEMAND|Other Service Provider|$87,371|—|$87,371|

| RITA DELUCIA|Other Service Provider|$78,994|—|$78,994|

| DANIELLE PARCO|Other Service Provider|$67,275|—|$67,275|

| OWEN&BRUCE, LLC|Other Service Provider|$59,337|—|$59,337|

| DAISY LEAL GARCIA|Other Service Provider|$50,270|—|$50,270|

| BUCK GLOBAL LLC|Other Service Provider|$45,000|—|$45,000|

| SYNTONICS SYSTEMS, INC.|Other Service Provider|$44,500|—|$44,500|

| ALAN HERWECK|Other Service Provider|$37,428|—|$37,428|

| HILB GROUP|Other Service Provider|$37,063|—|$37,063|

| FIRST ACTUARIAL CONSULTING|Other Service Provider|$36,000|—|$36,000|

| MARINER|Other Service Provider|$33,000|—|$33,000|

| CASTIGLIA LLP|Other Service Provider|$30,000|—|$30,000|

| MAUREEN BARRETT|Other Service Provider|$29,293|—|$29,293|

| FANGAP LLC|Other Service Provider|$24,000|—|$24,000|

| CROWLEY CONSULTANTS|Other Service Provider|$23,100|—|$23,100|

| SELE-DENT INC|Other Service Provider|$17,983|—|$17,983|

| GENERAL VISION SERVICES|Other Service Provider|$10,626|—|$10,626|

| ROBERT ALLGIER|Other Service Provider|$6,000|—|$6,000|

| WILMINGTON TRUST|Other Service Provider|$5,010|—|$5,010|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,777,503

- **Estimated Expense Ratio:** 6.512% 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|$3,040,074|$33,000|$1,359,358|$30,000|—|

| 2023|$2,914,547|$33,000|$1,344,969|$30,000|—|

| 2022|$3,063,898|$45,260|$1,436,329|—|$246,275|

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