Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Neca Lu No 313 Ibew Health & Welfare Plan
- Sponsor EIN: 516102722
- Sponsor Address: TWO GATEWAY CENTER, 603 STANWIX ST, PITTSBURGH, PA, 152221452
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 606
- Total Assets: $28.3M
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 | 606 | $28.3M | $15.6M | $2.0M |
| 2023 | 607 | $26.8M | $15.5M | $2.1M |
| 2022 | 604 | $25.0M | $15.1M | $2.2M |
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 |
|---|---|---|---|---|
| ZENITH | Other Service Provider | $447,415 | $16,183 | $463,598 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $443,985 | — | $443,985 |
| STACEY BRAUN ASSOCIATES INC | Other Service Provider | $95,512 | $1,316 | $96,828 |
| VIRGIN PULSE | Other Service Provider | $96,526 | — | $96,526 |
| LACHER AND ASSOCIATES | Other Service Provider | $66,000 | — | $66,000 |
| DELTA DENTAL OF DELEWARE, INC | Other Service Provider | $48,552 | — | $48,552 |
| SEGAL CONSULTING | Other Service Provider | $31,925 | $9,884 | $41,809 |
| PNC BANK, N.A | Other Service Provider | $35,156 | — | $35,156 |
| YOUNG CONAWAY STARGATT & TAYLOR LLP | Other Service Provider | $34,933 | — | $34,933 |
| PERSONAL ASSISTANCE SERVICES | Other Service Provider | $22,471 | — | $22,471 |
| SAV-RX | Other Service Provider | $19,167 | — | $19,167 |
| HOLROYD GELMAN, P.C. | Other Service Provider | $16,672 | — | $16,672 |
| DANIEL A. WINTERS | Auditor | $12,386 | — | $12,386 |
| J.A MARIANO AGENCY, INC | Other Service Provider | $10,570 | — | $10,570 |
| NATIONAL VISION ADMINISTRATORS | Other Service Provider | $5,235 | — | $5,235 |
| RBC WEALTH MGMT | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIEL A. WINTERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,418,888
- Estimated Expense Ratio: 5.010% 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 | $2,051,596 | $95,512 | $403,608 | $83,386 | — |
| 2023 | $1,184,520 | $84,992 | $404,896 | $16,527 | — |
| 2022 | $1,281,049 | $51,504 | $403,656 | — | $223,338 |