Plan Snapshot
- Plan Sponsor: United Employers Association
- Sponsor EIN: 930302009
- Sponsor Address: 906 NE 19TH AVENUE, PORTLAND, OR, 97232
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 1,105
- Total Assets: $33,644
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 | 1,105 | $33,644 | $0 | $0 |
| 2023 | 1,014 | $34,487 | $0 | $0 |
| 2022 | 778 | $35,721 | $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 |
|---|---|---|---|---|
| UEA, INC | Other Service Provider | $163,908 | — | $163,908 |
| WITHUMSMITH+BROWN, PC | Auditor | $8,881 | — | $8,881 |
| JB NIBLEY INSURANCE INC. | Other Service Provider | $5,066 | — | $5,066 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,855
- Estimated Expense Ratio: 528.638% 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 | $178,975 | — | $163,908 | $8,881 | — |
| 2023 | $152,866 | — | $138,084 | $7,319 | — |
| 2022 | $142,368 | — | $128,903 | — | $8,425 |