# United Furniture Workers Pension Fund A DB Plan
Source: https://planprovider.pro/companies/united-furniture-workers-pension-fund-a-135511877-001

> United Furniture Workers Pension Fund A's DB plan: 703 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Furniture Workers Pension Fund A

- **Sponsor EIN:** 135511877

- **Sponsor Address:** P.O. BOX 100037, NASHVILLE, TN, 37224

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 703

- **Total Assets:** $251.5M

## 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|703|$251.5M|$3.8M|$0|

| 2023|759|$249.8M|$5.6M|$0|

| 2022|832|$46.5M|$2.9M|$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|

| CHEIRON INC|Actuary|$159,399|—|$159,399|

| ROGOFF & COMPANY P.C|Auditor|$142,784|—|$142,784|

| GALLAGHER FIDUCIARY ADVISORS, LLC|Investment Advisor|$135,000|—|$135,000|

| PIERSON FERDINAND|ERISA Attorney|$64,406|—|$64,406|

| TRUDY SCHUTT|Other Service Provider|$56,302|—|$56,302|

| JEANIE EICHER|Other Service Provider|$48,930|—|$48,930|

| DEE ANNE WALKER|Other Service Provider|$38,512|—|$38,512|

| BLACKSTONE ALTERNATIVE ASSET MANAGE|Investment Advisor|$32,706|—|$32,706|

| JPMORGAN CHASE BANK, N.A|Investment Advisor|$31,773|—|$31,773|

| STATE STREET GLOBAL ADVISORS|Investment Advisor|$25,742|—|$25,742|

| LISA FETZER|Other Service Provider|$20,768|—|$20,768|

| FRONTAGE TECHNOLOGIES SOLUTIONS INC|Other Service Provider|$15,397|—|$15,397|

| PARAMETRIC DEFENSIVE EQUITY FUND LL|Investment Advisor|$13,954|—|$13,954|

| ZOE SIMPSON|Other Service Provider|$10,479|—|$10,479|

| PKF O'CONNOR DAVIS ADVISORY LLC|Other Service Provider|$10,085|—|$10,085|

| FIRST HORIZON|Other Service Provider|$10,053|—|$10,053|

| HERMESHA CUNNINGHAM|Other Service Provider|$7,422|—|$7,422|

| HAMILTON LANE|Investment Advisor|$5,395|—|$5,395|

| BICC SYSTEMS INC|Other Service Provider|$5,373|—|$5,373|

### Verified Provider Profiles

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

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [JPMORGAN CHASE BANK, N.A](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $834,480

- **Estimated Expense Ratio:** 0.332% 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|$1,582,389|$244,570|—|$142,784|—|

| 2023|$1,591,216|—|—|$152,877|—|

| 2022|$1,321,129|$248,798|—|—|$521,847|

## Similar Plans

- [England/Corsair, INC.](https://planprovider.pro/companies/england-corsair-inc-383219793-502) — 811 participants

- [England/Corsair, INC.](https://planprovider.pro/companies/england-corsair-inc-620699863-501) — 811 participants

- [Jackson Furniture Industries, In](https://planprovider.pro/companies/jackson-furniture-industries-in-401k-plan) — 790 participants

- [England/Corsair, INC.](https://planprovider.pro/companies/england-corsair-inc-383219793-504) — 694 participants

- [Jackson Furniture Industries, INC.](https://planprovider.pro/companies/jackson-furniture-industries-inc-640338186-502) — 342 participants

- [Tennsco, LLC](https://planprovider.pro/companies/tennsco-llc-401k-plan-002) — 336 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-furniture-workers-pension-fund-a-135511877-001)

© 2026 PlanProvider.Pro