Plan Snapshot
- Plan Sponsor: Universal Leaf Tobacco Company INC
- Sponsor EIN: 540741848
- Sponsor Address: 9201 FOREST HILL AVE, RICHMOND, VA, 23235
- Plan Type: DB
- Total Participants: 376
- Total Assets: $206.4M
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 | 376 | $206.4M | $200,000 | $0 |
| 2023 | 373 | $213.3M | $0 | $0 |
| 2022 | 368 | $207.3M | $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 |
|---|---|---|---|---|
| CHERRY BEKAERT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $788,722 | $788,722 | — | — | — |
| 2023 | $807,928 | $807,928 | — | — | — |
| 2022 | $883,509 | $883,509 | — | — | — |