United Federation Of Teachers And Uft Welfare Deferred Compensation Plan
United Federation Of Teachers And The Uft Welfare Fund · New York, NY · EIN 133545716 · Plan 004 · Form 5500 for plan year 2024
What United Federation Of Teachers And The Uft Welfare Fund put into the plan, per active participant
Not on this filing
Schedule H leaves the employer contribution line blank on this filing. A blank line is an unfilled line, not a zero, and one sponsor often files several plans, so the employer money can sit in another plan of the same sponsor.
Nothing is filled in from an average, from another year or from another plan.
Source: Form 5500 filing for the plan year ended December 31, 2024, received by the DOL October 20, 2025 · DOL EFAST2 ↗
What the plan cost, per participant
$196.34
The plan paid $196.34 per participant in plan-paid administrative expenses in plan year 2024, more expensive than 60% of plans with 100–499 participants. The middle plan of that size paid $156.87.
Why a plan this big pays less per person before anything else
Bigger plans pay less per head by construction, because the same negotiated bill divides across more people. That is why this ranking sits inside the plan's own size cohort and is never taken across all plans.
Schedule H reports only what came out of plan assets. Fees the sponsor pays directly, and fees taken inside fund expense ratios, never appear here, so this is a floor and not the all-in cost.
401(k) Monitor Score
Not scored
This filing reports one of the two amounts the score is built from, so it takes none. Schedule H leaves the employer contribution line blank on this filing. A blank line is an unfilled line, not a zero, and one sponsor often files several plans, so the employer money can sit in another plan of the same sponsor.
It keeps whichever of the two it does report, above. Nothing is filled in from an average, from another year or from another plan, because a two-part score computed on one part is a different measure wearing the same name.
What the score would read, on a filing that carries both: Where this plan stands against plans of its size and industry on two amounts its Form 5500 reports: employer money in per active person, and plan-paid cost per person. It reads no match formula, no vesting schedule and no fund lineup, because a Form 5500 states none of them.
On this page: where the match terms are stated · what to check next · every figure on the filing · fees itemised · the plans this one is ranked against · service providers
The match and vesting terms, from a Form 11-K
The match formula and the vesting schedule are stated in a Form 11-K, which is filed only by employers whose plan holds company stock. A Form 5500 reports neither.
What United Federation Of Teachers And The Uft Welfare Fund puts in
Not in public filings for this employer
We have no SEC Form 11-K for this employer, and the Form 5500 this page is built from does not report match terms.
Two places state the terms in full: your plan’s Summary Plan Description, which your employer must provide on request, and your recordkeeper’s site, the one you log in to for your balance.
What you contribute to collect all of it
Not in public filings for this employer
The rate that collects the full match is part of the match formula, which a Form 5500 does not report.
Vesting score
Not scored
The vesting schedule is stated in a Form 11-K, and we have none for this employer.
A schedule this cannot read at whole-year anniversaries is left without a number rather than given a middle one.
What the plan costs, against plans of its size
60th percentile
$196.34 per participant in plan-paid administrative cost, more expensive than 60% of plans with 100–499 participants.
What to check next
A blank line is not a zero
Schedule H leaves the employer contribution line unfilled on this filing, which is not the same as reporting nothing was paid in. United Federation Of Teachers And The Uft Welfare Fund files 1 other plan under this EIN, and employer money can sit in it: United Federation Of Teachers And Uft Welfare Fund 401(k) Plan. Your own statement shows what reached your account.
Your own numbers are not on this page
Every figure here is the whole plan for plan year 2024, taken from one filing and divided by headcounts. Your own contribution rate, your balance and the fees taken from your account are on your recordkeeper’s site. What you may put in during a year is set by the IRS and not by the plan: this year’s limits ↗.
Key figures
| Total plan assets, end of year | $38,691,861 |
|---|---|
| Net assets | $38,691,861 |
| Participants, beginning of year | 295 |
| Of which active | 207 |
| Plan type | Multiple employer |
| Size cohortThe peer group we rank fees against. | 100–499 participants |
| Employer share of the money that went in, plan year 2024One of the two contribution lines is blank on this filing. A blank employee line against a filled employer line would read as every dollar coming from the employer, which is a gap in the filing rather than a fact about the plan, so no share is shown. | not stated on this filing |
Plan-paid administrative expenses
The plan paid $57,921 in administrative expenses in plan year 2024, across 295 participants: $196.34 per participant.
| Contract administrator fees | not reported in filing |
|---|---|
| Professional fees | not reported in filing |
| Investment management fees | $42,338 |
| Other administrative fees | $1,581 |
These are plan-paid expenses from Schedule H only. Fees the sponsor pays directly, and fees embedded in fund expense ratios, never appear here. This figure is a floor, not the all-in cost, and a low number is not “free”.
The plans this one is ranked against
Fees on this page are ranked against the 100–499 participant cohort, where the median plan pays $156.87 per participant. The sponsor files from New York, one of 3,878 plans on file there, at a median of $108.03 per participant. Its business code places the plan in education, one of 861 on file, which run to a median of $94.85.
Plans of a similar size in New York
| Plan | Participants | Cost per participant |
|---|---|---|
| Beauty By Imagination 401(k) PlanJ & D Brush Associates, LLC | 296 | $182.80 |
| Pretium 401(k) PlanPretium Employer, LLC | 296 | $6.08 |
| Estevez Markets Inc. 401(k) Profit Sharing Plan70 Linden Food Corp | 295 | $40.99 |
| Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing PlanJ. Frank Associates, LLC | 295 | $11.93 |
Service providers (Schedule C)
| Provider | Service codes | Direct comp. ($) | Indirect comp. ($) |
|---|---|---|---|
| Empower Advisory Group, LLC | 28 | 42,338 | not reported |
| Weaver And Tidwell LLP | 10 | 14,002 | not reported |
Useful links
- Find a 401(k) you left at an old job ↗
The DOL's Retirement Savings Lost & Found. Free and official.
- Look up this plan's full Form 5500 ↗
The DOL's own filing search. Search by plan or sponsor name.
- Download this plan's data (CSV) ↗
Every field on this page, one row, ready for a spreadsheet.
Source
| Dataset | DOL EFAST2 Form 5500 bulk data (FOIA) |
|---|---|
| Form year | 2024 |
| Filing ACK_ID | 20251020192208NAL0000842017001 |
| Dataset last refreshed | July 28, 2026 |
Bulk dataset at askebsa.dol.gov ↗ · Look up the filing on EFAST2 ↗
Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag
Cite this page
401(k) Monitor, "United Federation Of Teachers And Uft Welfare Deferred Compensation Plan: Form 5500 facts", from DOL EFAST2 filing 20251020192208NAL0000842017001, plan year ended December 31, 2024.