Plan Snapshot
- Plan Sponsor: United Nations Federal Credit Union
- Sponsor EIN: 131628594
- Sponsor Address: 2401-44TH ROAD, LONG ISLAND, NY, 11101
- Plan Type: DB
- Total Participants: 575
- Total Assets: $144.4M
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 | 575 | $144.4M | $0 | $0 |
| 2023 | 521 | $133.4M | $15.0M | $0 |
| 2022 | 483 | $104.3M | $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 |
|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | NONE | $350,362 | — | $350,362 |
| TRUSTEED RETIREMENT PROGRAM | NONE | $19,805 | — | $19,805 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CMFG LIFE INSURANCE COMPANY — NONE
- TRUSTEED RETIREMENT PROGRAM — NONE
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $370,167
- Estimated Expense Ratio: 0.256% 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 | $370,167 | $19,805 | $294,304 | — | — |
| 2023 | $297,069 | $20,329 | $232,462 | — | — |
| 2022 | $290,815 | $14,463 | $276,352 | — | — |