Plan Snapshot
- Plan Sponsor: United Food & Commercial Workers Pension Fd Ne PA
- Sponsor EIN: 236410991
- Sponsor Address: 3031B WALTON RD, PLYMOUTH MEETING, PA, 194622388
- Plan Type: DB
- Total Participants: 1,409
- Total Assets: $1.0M
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 | 1,409 | $1.0M | $270,282 | $0 |
| 2023 | 1,434 | $1.1M | $270,282 | $0 |
| 2022 | 1,444 | $1.1M | $270,282 | $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 |
|---|---|---|---|---|
| ALAN ROSS & COMPANY, PC | NONE | $11,500 | — | $11,500 |
| WILLIG WILLIAMS & DAVIDSON | NONE | $10,573 | — | $10,573 |
| HEALTHCARE STRATEGIES, INC | NONE | $9,068 | — | $9,068 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,141
- Estimated Expense Ratio: 3.067% 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 | $56,629 | — | $9,068 | $11,500 | — |
| 2023 | $73,945 | — | $8,790 | $11,500 | — |
| 2022 | $74,525 | — | $15,000 | — | $39,894 |