# United Food And Commercial Workers Welfare Trust 401(k) Plan
Source: https://planprovider.pro/companies/united-food-and-commercial-workers-welfare-trust-916049498-501

> United Food And Commercial Workers Welfare Trust's 401(k) plan: 2,855 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 Welfare Trust

- **Sponsor EIN:** 916049498

- **Sponsor Address:** 1322 NORTH POST, SPOKANE, WA, 99201

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,855

- **Total Assets:** $46.7M

## 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|2,855|$46.7M|$28.9M|$2.8M|

| 2023|2,652|$55.9M|$42.1M|$2.7M|

| 2022|2,739|$51.7M|$41.8M|$2.8M|

## 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|

| AW REHN & ASSOCIATES|Other Service Provider|$907,028|—|$907,028|

| AETNA|Other Service Provider|$853,404|—|$853,404|

| DELTA DENTAL|Other Service Provider|$131,988|—|$131,988|

| LOOMIS SAYLES|Other Service Provider|$115,322|—|$115,322|

| RAEL & LETSON|Other Service Provider|$113,833|—|$113,833|

| GREENLIGHT|Other Service Provider|$68,286|—|$68,286|

| WASHINGTON TRUST BANK|Other Service Provider|$61,632|—|$61,632|

| EMPIRX HEALTH|Other Service Provider|$59,552|—|$59,552|

| RENALOGIC|Other Service Provider|$55,284|—|$55,284|

| MILLER KAPLAN ARASE LLP|Auditor|$44,763|—|$44,763|

| PACIFIC COAST COALITION|Other Service Provider|$32,031|—|$32,031|

| BARLOW COUGHRAN MORALES & JOSEPHSON|Other Service Provider|$31,367|—|$31,367|

| CLIFTONLARSONALLEN LLP|Auditor|$20,600|—|$20,600|

| LAWTON PRINTING|Other Service Provider|$16,509|—|$16,509|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,511,599

- **Estimated Expense Ratio:** 5.379% 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|$1,569,968|$115,322|$291,988|$20,600|—|

| 2023|$1,450,628|$133,455|$953,303|$17,850|—|

| 2022|$1,369,205|$127,902|$934,771|—|$172,853|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-food-and-commercial-workers-welfare-trust-916049498-501)

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