# United Employers Association 401(k) Plan
Source: https://planprovider.pro/companies/united-employers-association-930302009-503

> United Employers Association's 401(k) plan: 1,105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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