# United Food And Commercial Workers Int'L Union Health & Welfare Plan
Source: https://planprovider.pro/companies/united-food-and-commercial-workers-int-l-union-811516666-501

> United Food And Commercial Workers Int'L Union's Health & Welfare plan: 664 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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|

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