Plan Snapshot
- Plan Sponsor: United Union Of Roofers, Waterproofers And Allied Workers, Local No.
- Sponsor EIN: 346611397
- Sponsor Address: 1651 EAST 24TH STREET, CLEVELAND, OH, 44114
- Plan Type: DB
- Plan Number: 001
- Total Participants: 292
- Total Assets: $98.2M
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 | 292 | $98.2M | $3.3M | $0 |
| 2023 | 265 | $93.9M | $3.6M | $0 |
| 2022 | 247 | $89.4M | $3.6M | $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 |
|---|---|---|---|---|
| LOCAL 44 FRINGE BENEFIT FUNDS | Other Service Provider | $168,000 | — | $168,000 |
| SEGAL MARCO ADVISORS | Other Service Provider | $120,224 | — | $120,224 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $87,652 | — | $87,652 |
| ULLICO INC | Recordkeeper | $50,163 | — | $50,163 |
| PNC BANK | Other Service Provider | $42,977 | — | $42,977 |
| LOOMIS SAYLES | Other Service Provider | $42,886 | — | $42,886 |
| EDGEWOOD CAPITAL MANAGEMENT | Other Service Provider | $42,164 | — | $42,164 |
| BOSTON TRUST CO | Other Service Provider | $39,482 | — | $39,482 |
| CIUNI & PANICHI, INC. | Other Service Provider | $32,329 | — | $32,329 |
| TUCKER ARENSBERG LLC | ERISA Attorney | $15,906 | — | $15,906 |
| K. PAKELTIS & COMPANY | Other Service Provider | $9,300 | — | $9,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ULLICO INC — Recordkeeper
- TUCKER ARENSBERG LLC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $651,083
- Estimated Expense Ratio: 0.663% 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 | $678,183 | $218,249 | $168,000 | $32,329 | — |
| 2023 | $619,653 | $269,125 | $146,000 | $35,755 | — |
| 2022 | $694,791 | $376,972 | $130,106 | — | $157,067 |