# United Union Of Roofers, Waterproofers And Allied Workers, Local No. DB Plan
Source: https://planprovider.pro/companies/united-union-of-roofers-waterproofers-and-allied-workers-local-no-346611397-001

> United Union Of Roofers, Waterproofers And Allied Workers, Local No.'s DB plan: 292 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

- [TUCKER ARENSBERG LLC](https://planprovider.pro/provider/tucker-arensberg-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-union-of-roofers-waterproofers-and-allied-workers-local-no-346611397-001)

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