# Asbestos Workers Local 84 Pension DB Plan
Source: https://planprovider.pro/companies/asbestos-workers-local-84-pension-plan

> Asbestos Workers Local 84 Pension's DB plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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