Plan Snapshot
- Plan Sponsor: Asbestos Workers Local 84 Pension
- Sponsor EIN: 346009649
- Sponsor Address: 7440 WOODLAND DRIVE, INDIANAPOLIS, IN, 46278
- Plan Type: DB
- Total Participants: 115
- Total Assets: $29.5M
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 | 115 | $29.5M | $1.6M | $0 |
| 2023 | 121 | $26.0M | $1.8M | $0 |
| 2022 | 128 | $22.1M | $1.5M | $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 |
|---|---|---|---|---|
| ANCORA ADVISORS | INVESTMENT ADVISOR | $115,694 | — | $115,694 |
| UNITED ACTUARIAL SERVICES, INC | ACTUARY | $17,000 | — | $17,000 |
| HEALTHSCOPE BENEFITS, INC. | THIRD PARTY ADMINISTRATOR | $15,252 | — | $15,252 |
| PNC BANK | INVESTMENT CUSTODIAN | $11,895 | — | $11,895 |
| YURCHYK & DAVIS CPA'S INC. | AUDITOR | $9,900 | — | $9,900 |
| FIDELITY BROKERAGE SERVICES LLC | INVESTMENT CUSTODIAN | $9,100 | — | $9,100 |
| MACALA & PIATT LLC | ATTORNEY | $8,112 | — | $8,112 |
| PBGC PREMIUM | NONE | $7,955 | — | $7,955 |
| INSULATORS 84 COMBINED FUND | COLLECTION FUND | $6,240 | — | $6,240 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $201,148
- Estimated Expense Ratio: 0.682% 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 | $215,240 | $115,694 | $15,252 | $9,900 | — |
| 2023 | $204,950 | $95,322 | $15,518 | $9,900 | — |
| 2022 | $186,897 | $16,773 | $14,807 | — | $127,793 |