# United Food & Commercial Workers Local 711 & Retail Food Employers Ben Health & Welfare Plan
Source: https://planprovider.pro/companies/united-food-commercial-workers-local-711-retail-food-employers-ben-237100610-501

> United Food & Commercial Workers Local 711 & Retail Food Employers Ben's Health & Welfare plan: 11,165 participants, plan year 2024 financials, providers, an…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Food & Commercial Workers Local 711 & Retail Food Employers Ben

- **Sponsor EIN:** 237100610

- **Sponsor Address:** 5251 GREEN STREET, SUITE 200, MURRAY, UT, 841232996

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 11,165

- **Total Assets:** $84.2M

## 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|11,165|$84.2M|$59.1M|$3.7M|

| 2023|11,124|$67.3M|$56.7M|$3.7M|

| 2022|11,514|$54.1M|$38.4M|$3.6M|

## 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|

| ANTHEM BLUE CROSS|Other Service Provider|$1,738,766|—|$1,738,766|

| SOUTHWEST SERVICE ADMINISTRATOR|Other Service Provider|$1,489,739|$41,430|$1,531,169|

| SEYFARTH SHAW LLP|Investment Advisor|$199,753|—|$199,753|

| HORIZON ACTUARIAL SERVICES|Other Service Provider|$195,485|—|$195,485|

| THE SEGAL COMPANY|Recordkeeper|$193,906|—|$193,906|

| PRIMECARE ADMINISTRATORS, INC|Other Service Provider|$179,035|—|$179,035|

| MCCRACKEN STEMERMAN & HOLSBERRY|Other Service Provider|$76,723|—|$76,723|

| HEALTH SERVICES COALITION|Other Service Provider|$73,194|—|$73,194|

| HENNINGFIELD & ASSOC., INC.|Auditor|$56,482|—|$56,482|

| VISION SERVICE PLAN|Other Service Provider|$53,990|—|$53,990|

| US BANK|Recordkeeper|$23,908|—|$23,908|

### Verified Provider Profiles

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

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [HENNINGFIELD & ASSOC., INC.](https://planprovider.pro/provider/henningfield-and-associates-inc) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,322,411

- **Estimated Expense Ratio:** 5.132% 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|$5,133,237|$3,000|$1,489,739|$56,482|—|

| 2023|$5,256,234|$3,000|$1,478,163|$54,360|—|

| 2022|$5,229,999|$3,000|$1,466,178|—|$1,083,140|

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- [Harmon City, INC.](https://planprovider.pro/companies/harmon-city-inc-401k-plan) — 4,125 participants

- [Harmons Employee Welfare Benefit Plan Tr](https://planprovider.pro/companies/harmons-employee-welfare-benefit-plan-tr-870230875-501) — 3,671 participants

- [Lee'S Marketplace](https://planprovider.pro/companies/lee-s-marketplace-401k-plan) — 822 participants

- [National Product Sales](https://planprovider.pro/companies/national-product-sales-870281387-501) — 265 participants

- [Davis/Burkett Food Corporation](https://planprovider.pro/companies/davis-burkett-food-corporation-401k-plan) — 175 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-food-commercial-workers-local-711-retail-food-employers-ben-237100610-501)

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