# United Federation Of Teachers And Uft Welfare Fund DC Plan
Source: https://planprovider.pro/companies/united-federation-of-teachers-and-uft-welfare-fund-plan

> United Federation Of Teachers And Uft Welfare Fund's DC plan: 486 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Federation Of Teachers And Uft Welfare Fund

- **Sponsor EIN:** 133545716

- **Sponsor Address:** 52 BROADWAY, NEW YORK, NY, 100041603

- **Plan Type:** DC

- **Total Participants:** 486

- **Total Assets:** $60.3M

## 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|486|$60.3M|$851,847|$1.9M|

| 2023|491|$54.6M|$817,294|$1.8M|

| 2022|413|$48.1M|$782,515|$1.8M|

## 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|

| EMPOWER ADVISORY GROUP LLC|INVESTMENT MANAGEMENT|$39,698|—|$39,698|

| WEAVER AND TIDWELL LLP|AUDITOR|$7,800|—|$7,800|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,498

- **Estimated Expense Ratio:** 0.079% 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|$54,424|—|—|$7,800|—|

| 2023|$54,444|—|—|$14,000|—|

| 2022|$52,434|—|—|—|—|

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