Retirement plan

U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND

Name: TRUSTEES OF U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND - U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND (2025) Form 5500
Creator: TRUSTEES OF U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND, TRUSTEES OF U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND

TRUSTEES OF U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUNDEIN 43-6049855Plan #001PY 2025

2010 N.W. 150TH AVENUE, SUITE 200 - PEMBROKE PINES, FL 33028954-266-6322

Prospect flagsHigh retiree %Low employer contribution

How to read this page

Total assets (EOY)

$192M

+310.6% from 2024

Total participants

5,241

-4.4% from 2024

Average account balance

No prior year

Annual return

338.96%

+325.55 pp from 2024

Benchmarks

See 386 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants250-999

Cohort386 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$191.96M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$37K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

4,832

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$966K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+338.96%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
NAT'L ELEV IND PENSION PLAN6 years Filed as: NAT'L EMPLOYEE BENEFITS ADMIN, INC. Service code 13 · EIN 65-0498809	Contract Administrator	$443,622
MILLIMAN, INC.8 years Service code 11 · EIN 91-0675641	Actuarial	$264,400
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Service code 27 · EIN 36-4268991	Advisory (Plan)	$102,625
LEGACY PROFESSIONALS LLP9 years Service code 10 · EIN 32-0043599	Accounting	$87,328
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICES, LLC Service code 28 · EIN 84-3937993	Investment Management	$67,506
SLEVIN & HART, P.C.7 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613	Legal	$58,049
COMMERCE BANK10+ years Service code 18 · EIN 48-0962626	Investment management; Custodial (oth...	$23,456
SPENCER FANE LLP10+ years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981	Legal	$23,121
VALLEY PRINT LOGISTICS1 year Service code 36 · EIN 48-1047630	Copying and duplicating; Other services	$10,843
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194	Insurance Commissions	$0

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$3297 / participant

Recordkeeping$55K4.1%
Trustee / custodial$14K1.0%
Investment mgmt$184K13.6%
Legal$81K6.0%
Actuarial$264K19.6%
Other trustee fees$2K0.1%
Contract admin$428K31.7%
Other / not subdivided$321K23.8%

% of EOY assets

0.703%

all-in expense ratio

Categories reported

7 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LEGACY PROFESSIONALS LLP
Auditor EIN: 320043599
Audit fees: $31,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$280,286-100.0%

Participation rate

0.0%

0.0%0pp

8.3%-8.3pp

0.0%0pp

Annual return

338.96%

10.77%+328.2pp

9.71%+329.2pp

10.77%+328.2pp

Employer contribution / active EE

$2,362

$15,292-84.6%

$21,536-89.0%

$15,292-84.6%

Participant deferral / active EE

$1,813-100.0%

$42-100.0%

$1,813-100.0%

Admin fee / account holder

Provider

Service type

Compensation

NAT'L ELEV IND PENSION PLAN6 years

Filed as: NAT'L EMPLOYEE BENEFITS ADMIN, INC.

Service code 13 · EIN 65-0498809

Contract Administrator

$443,622

MILLIMAN, INC.8 years

Service code 11 · EIN 91-0675641

Actuarial

$264,400

STRATEGIC CAPITAL INVESTMENT ADVISO10+ years

Service code 27 · EIN 36-4268991

Advisory (Plan)

$102,625

LEGACY PROFESSIONALS LLP9 years

Service code 10 · EIN 32-0043599

Accounting

$87,328

NATIONAL INVESTMENT SERVICES6 years

Filed as: NATIONAL INVESTMENT SERVICES, LLC

Service code 28 · EIN 84-3937993

Investment Management

$67,506

SLEVIN & HART, P.C.7 years

Filed as: SLEVIN & HART PC

Service code 29 · EIN 52-1708613

Legal

$58,049

COMMERCE BANK10+ years

Service code 18 · EIN 48-0962626

Investment management; Custodial (oth...

$23,456

SPENCER FANE LLP10+ years

Filed as: SPENCER FANE, LLP

Service code 29 · EIN 44-0561981

Legal

$23,121

VALLEY PRINT LOGISTICS1 year

Service code 36 · EIN 48-1047630

Copying and duplicating; Other services

$10,843

THE SEGAL COMPANY3 years

Filed as: SEGAL SELECT INSURANCE SERVICES INC

Service code 53 · EIN 46-0619194

Insurance Commissions

U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion