# Asbestos Workers Philadelphia Pension Fund DB Plan
Source: https://planprovider.pro/companies/asbestos-workers-philadelphia-pension-fund-236406511-001

> Asbestos Workers Philadelphia Pension Fund's DB plan: 466 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 Philadelphia Pension Fund

- **Sponsor EIN:** 236406511

- **Sponsor Address:** 2014 HORNIG ROAD, PHILADELPHIA, PA, 191164202

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 466

- **Total Assets:** $237.9M

## 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|466|$237.9M|$18.7M|$0|

| 2023|466|$239.4M|$17.9M|$0|

| 2022|459|$246.0M|$15.6M|$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|

| LSV ASSET MANAGEMENT|Other Service Provider|$252,231|—|$252,231|

| MICHAEL E BURNS|Other Service Provider|$250,897|—|$250,897|

| WALTER SCOTT & PARTNERS LIMITED|Other Service Provider|$154,729|—|$154,729|

| RBC WEALTH MANAGEMENT|Recordkeeper|$151,228|—|$151,228|

| COOKE & BIELER L.P.|Other Service Provider|$106,138|—|$106,138|

| FIERA CAPITAL INC|Other Service Provider|$96,884|—|$96,884|

| METLIFE INVESTMENT MANAGEMENT|Other Service Provider|$89,734|—|$89,734|

| NOVAK FRANCELLA LLC|Auditor|$85,962|—|$85,962|

| KAITLYN AZOFEIFA|Other Service Provider|$81,731|—|$81,731|

| NEW TOWER TRUST COMPANY|Other Service Provider|—|$78,892|$78,892|

| THE MCKEOGH COMPANY|Other Service Provider|$71,250|—|$71,250|

| PNC BANK N.A.|Other Service Provider|$69,703|—|$69,703|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$62,022|—|$62,022|

| BIRCH RUN INVESTMENTS LLC|Other Service Provider|$44,998|—|$44,998|

| EAGLE ASSET MANAGEMENT|Other Service Provider|$44,985|—|$44,985|

| ASBESTOS WORKERS LOCAL UNION NO 14|Other Service Provider|$38,871|—|$38,871|

| MERANZE & KATZ|Other Service Provider|$30,061|—|$30,061|

| DEBORAH NAHILL|Other Service Provider|$29,553|—|$29,553|

| CHARLSON BRABER MCCABE & DENMARK|Other Service Provider|$29,500|—|$29,500|

| MERIPLEX SOLUTIONS, LLC|Other Service Provider|$6,681|—|$6,681|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,776,050

- **Estimated Expense Ratio:** 0.747% 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|$1,918,678|$940,927|—|$79,808|—|

| 2023|$1,852,341|$903,510|—|$74,430|—|

| 2022|$1,931,360|$1,078,962|—|—|$233,974|

## Similar Plans

- [Greater Pennsylvania Carpenters' Annuity And Savings Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-annuity-and-savings-fund-plan) — 16,943 participants

- [Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund](https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-annuity-fund-plan) — 14,943 participants

- [Board Of Trustees Eastern Atlantic States Carpenters Health Fund](https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-health-fund-226032181-501) — 11,342 participants

- [Greater Pennsylvania Carpenters' Pension Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-pension-fund-plan) — 8,933 participants

- [Greater Pennsylvania Carpenters' Medical Plan](https://planprovider.pro/companies/greater-pennsylvania-carpenters-medical-plan-237007718-501) — 7,663 participants

- [International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund](https://planprovider.pro/companies/international-union-of-painters-allied-trades-dc-no-21-annuity-fund-plan) — 4,931 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/asbestos-workers-philadelphia-pension-fund-236406511-001)

© 2026 PlanProvider.Pro