Plan Snapshot
- Plan Sponsor: United Food And Commercial Workers Int'L Union
- Sponsor EIN: 811516666
- Sponsor Address: 1775 K STREET, NW, WASHINGTON, DC, 200061502
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 664
- Total Assets: $278,483
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 | 664 | $278,483 | $14.2M | $0 |
| 2023 | 681 | $345,573 | $13.3M | $0 |
| 2022 | 682 | $365,572 | $13.9M | $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 |
|---|---|---|---|---|
| UHC OF MID-ATLANTIC | Other Service Provider | $648,716 | — | $648,716 |
| SLEVIN & HART, P.C. | ERISA Attorney | $55,980 | — | $55,980 |
| HEALTH MANAGEMENT CONCEPTS | Other Service Provider | $29,380 | — | $29,380 |
| CALIBRE CPA GROUP, PLLC | Auditor | $17,235 | — | $17,235 |
| CHEIRON, INC. | Other Service Provider | $7,032 | — | $7,032 |
| FORREST T JONES & CO | Other Service Provider | $6,161 | — | $6,161 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, P.C. — ERISA Attorney
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $764,504
- Estimated Expense Ratio: 274.524% 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 | $769,302 | — | $684,257 | $17,235 | — |
| 2023 | $784,656 | — | $683,909 | $27,613 | — |
| 2022 | $634,399 | — | — | — | $136,276 |