Plan Snapshot
- Plan Sponsor: Asbestos Workers Local 84 Annuity Plan
- Sponsor EIN: 341540318
- Sponsor Address: 7440 WOODLAND DRIVE, INDIANAPOLIS, IN, 46278
- Plan Type: DC
- Total Participants: 109
- Total Assets: $13.0M
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 | 109 | $13.0M | $1.1M | $0 |
| 2023 | 132 | $11.9M | $1.4M | $0 |
| 2022 | 144 | $9.6M | $1.3M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT SERVICES | INVESTMENT CUSTODIAN | $30,916 | — | $30,916 |
| HEALTHSCOPE BENEFITS, INC. | THIRD PARTY ADMINISTRATOR | $13,212 | — | $13,212 |
| UBS FINANCIAL SERVICES, INC. | INVESTMENT CONSULTANT | $12,000 | — | $12,000 |
| YURCHYK & DAVIS CPA'S, INC. | AUDITOR | $8,900 | — | $8,900 |
| MACALA & PIATT, LLC | ATTORNEY | $6,953 | — | $6,953 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,981
- Estimated Expense Ratio: 0.552% of plan assets
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 | $170,765 | $12,000 | $13,212 | $8,900 | — |
| 2023 | $207,097 | $48,650 | $14,277 | $8,900 | — |
| 2022 | $190,340 | $33,563 | $15,282 | — | $27,250 |