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
- 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. |
|---|---|---|---|---|
| 2025 | 703 | $251.5M | $0 | $0 |
| 2024 | 759 | $249.8M | $0 | $0 |
| 2023 | 832 | $46.5M | $0 | $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 |
|---|---|---|---|---|
| ROGOFF & COMPANY P.C. | Auditor | $142,784 | — | $142,784 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,784
- Estimated Expense Ratio: 0.057% 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 |
|---|---|---|---|---|---|
| 2025 | $1,582,389 | $244,570 | — | $142,784 | — |
| 2024 | $1,591,216 | — | — | $152,877 | — |
| 2023 | $1,321,129 | $248,798 | — | — | $521,847 |