# Universal Leaf Tobacco Company INC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/universal-leaf-tobacco-company-inc-540741848-544

> Universal Leaf Tobacco Company INC&#39;s Health &amp; Welfare plan: 1,217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universal Leaf Tobacco Company INC

- **Sponsor EIN:** 540741848

- **Sponsor Address:** 9201 FOREST HILL AVENUE, RICHMOND, VA, 23235

- **Plan Type:** Health & Welfare

- **Plan Number:** 544

- **Total Participants:** 1,217

- **Total Assets:** $0

## 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|1,217|$0|$0|$0|

| 2023|1,334|$0|$0|$0|

| 2022|851|$0|$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|

| ANTHEM HEALTH PLANS OF VIRGINIA DBA|Investment Advisor|$411,903|—|$411,903|

| CIGNA HEALTH AND LIFE INS COMPANY|Other Service Provider|$89,209|—|$89,209|

### Verified Provider Profiles

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

- [ANTHEM HEALTH PLANS OF VIRGINIA DBA](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $501,112

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Maryland And Virginia Milk Producer Cooperative Association, INC.](https://planprovider.pro/companies/maryland-and-virginia-milk-producer-cooperative-association-inc-540629090-504) — 709 participants

- [Universal Leaf Tobacco Company INC](https://planprovider.pro/companies/universal-leaf-tobacco-company-inc-540741848-545) — 380 participants

- [Rockingham Cooperative Farm Bureau, INC.](https://planprovider.pro/companies/rockingham-cooperative-farm-bureau-inc-540361980-501) — 175 participants

- [Dutt And Wagner Of Virginia, INC.](https://planprovider.pro/companies/dutt-and-wagner-of-virginia-inc-540648933-501) — 100 participants

- [Maryland & Virginia Milk Producers Cooperative Association, INC.](https://planprovider.pro/companies/maryland-virginia-milk-producers-cooperative-association-inc-plan) — 22 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/universal-leaf-tobacco-company-inc-540741848-544)

&copy; 2026 PlanProvider.Pro
