Uew Intermediate Holding 401(k) match, vesting and fees
What Uew Intermediate Holding's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Tanner LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Uew Intermediate Holding: employer contribution per participant | $2,556 | |
| Peer median | $1,440 |
| Uew Intermediate Holding: average balance | $16,147 | |
| Peer median | $38,351 |
| Uew Intermediate Holding: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.4M at the end of plan year 2024 to $4.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 399 | $4.9M | $782K | $2,556 | 0.32% | Not published | Form 5500 ↗ |
| 2024 | 359 | $2.4M | $687K | $2,506 | 0.57% | Not published | 5500-SF ↗ |
Common questions
Does Uew Intermediate Holding match 401(k) contributions?
The match terms for the United Energy Workers Healthcare Group have not been published from its filing yet. The plan year 2025 filing reports $782K in employer contributions, about $2,556 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Uew Intermediate Holding 401(k) match vested?
The vesting schedule for the United Energy Workers Healthcare Group is not in the data published so far. Your Summary Plan Description states it.
Who manages the Uew Intermediate Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Definiti LLC.
I left Uew Intermediate Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Definiti LLC, (866) 497-5501) or the recordkeeper, Empower Annuity Insurance Company O. The Uew Intermediate Holding old 401(k) page lists the contacts from every plan filing. Find an old Uew Intermediate Holding 401(k)
Data from the public Form 5500 annual reports Uew Intermediate Holding filed with the U.S. Department of Labor (plan years 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Uew Intermediate Holding. Not financial advice. Report a correction · Methodology