# United Independent Union Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/united-independent-union-welfare-fund-231746532-501

> United Independent Union Welfare Fund's Health & Welfare plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Independent Union Welfare Fund

- **Sponsor EIN:** 231746532

- **Sponsor Address:** 22 WEST CHURCH STREET, BLACKWOOD, NJ, 08012

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 232

- **Total Assets:** $9.6M

## 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|232|$9.6M|$2.6M|$5,026|

| 2023|242|$9.0M|$2.5M|$18,075|

| 2022|221|$8.3M|$2.5M|$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|

| UNITED INDEPENDENT UNION|Other Service Provider|$136,533|—|$136,533|

| BENEFIT PROCESSING INC|Recordkeeper|$76,019|—|$76,019|

| RAE CONSULTING|Other Service Provider|$34,000|—|$34,000|

| RBC WEALTH MANAGEMENT|Other Service Provider|$33,686|—|$33,686|

| BARATZ & ASSOCIATES, P.A.|Auditor|$31,745|—|$31,745|

| MARKOWITZ & RICHMAN|Other Service Provider|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [BARATZ & ASSOCIATES, P.A.](https://planprovider.pro/provider/baratz-and-associates-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $317,983

- **Estimated Expense Ratio:** 3.306% 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|$378,446|$33,686|$76,019|$31,745|—|

| 2023|$381,057|$25,281|$74,077|$26,778|—|

| 2022|$296,533|$25,790|$73,807|—|$48,437|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-independent-union-welfare-fund-231746532-501)

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