# Bd Of Tees Of Neca Lu No 313 Ibew Health & Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-neca-lu-no-313-ibew-health-welfare-plan-516102722-501

> Bd Of Tees Of Neca Lu No 313 Ibew Health & Welfare Plan's Health & Welfare plan: 606 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/daniel-a-winters-and-company) — 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|

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