# United Crafts Benefits Fund Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/united-crafts-benefits-fund-board-of-trustees-112252603-501

> United Crafts Benefits Fund Board Of Trustees's 401(k) plan: 2,702 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** United Crafts Benefits Fund Board Of Trustees

- **Sponsor EIN:** 112252603

- **Sponsor Address:** 415 WILLIS AVENUE, WILLISTON PARK, NY, 11596

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

- **Plan Number:** 501

- **Total Participants:** 2,702

- **Total Assets:** $111.1M

## 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.|

| 2025|2,702|$111.1M|$0|$0|

| 2024|2,673|$117.9M|$21.8M|$0|

| 2023|2,496|$119.3M|$20.1M|$0|

| 2022|2,514|$117.1M|$20.6M|$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|

| OPTUM RX, INC.|Other Service Provider|$6,154,010|$48,015|$6,202,025|

| EMPIRE HEALTH CHOICE HMO, INC.|Other Service Provider|$1,317,677|—|$1,317,677|

| BARBARA ALBERGO|Other Service Provider|$170,800|—|$170,800|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|Other Service Provider|$147,467|—|$147,467|

| INVESCO|Other Service Provider|$93,909|—|$93,909|

| SELE-DENT, INC.|Other Service Provider|$87,175|—|$87,175|

| COLUMBIA THREADNEEDLE|Other Service Provider|—|$86,716|$86,716|

| ROSA CASTRO|Other Service Provider|$59,444|—|$59,444|

| THE SEGAL COMPANY|Other Service Provider|$57,282|—|$57,282|

| QUAN VEST|Other Service Provider|$55,992|—|$55,992|

| ASB CAPITAL MANAGEMENT LLC|Other Service Provider|$54,886|—|$54,886|

| MARY BETH PERRO|Other Service Provider|$50,800|—|$50,800|

| BARNES, IACCARINO & SHEPHERD|Other Service Provider|$47,500|—|$47,500|

| LH ROSOFF & COMPANY, LLP|Other Service Provider|$31,000|—|$31,000|

| ILDER VELASQUEZ|Other Service Provider|$27,594|—|$27,594|

| BANK OF AMERICA|Other Service Provider|$22,118|—|$22,118|

| STEWART ALTMAN & ASSOC.|Other Service Provider|$18,000|—|$18,000|

| DEBORAH SCIORTINO|Other Service Provider|$17,500|—|$17,500|

| ALEJANDRO A. GONZALEZ|Other Service Provider|$9,150|—|$9,150|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,557,035

- **Estimated Expense Ratio:** 7.702% 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|$34,863,313|$318,713|$1,404,852|$31,000|—|

| 2024|$2,633,677|$334,132|$1,385,497|$30,000|—|

| 2023|$2,547,580|$380,383|$1,303,434|$30,000|—|

| 2022|$2,515,825|$323,071|$1,331,794|—|$119,085|

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