Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Neca Lu No 313 Ibew Pension Plan
- Sponsor EIN: 516025969
- Sponsor Address: TWO GATEWAY CENTER, 603 STANWIX ST, PITTSBURGH, PA, 152221452
- Plan Type: DB
- Total Participants: 823
- Total Assets: $233.6M
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 | 823 | $233.6M | $11.3M | $0 |
| 2023 | 814 | $216.8M | $10.2M | $0 |
| 2022 | 815 | $201.3M | $9.0M | $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 |
|---|---|---|---|---|
| BOSTON PARTNERS | Other Service Provider | $450,494 | — | $450,494 |
| STACEY BRAUN ASSOCIATES INC | Other Service Provider | $339,056 | — | $339,056 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $99,101 | — | $99,101 |
| ZENITH | Other Service Provider | $97,619 | — | $97,619 |
| RBC WEALTH MGMT | Other Service Provider | $89,331 | — | $89,331 |
| SEGAL CONSULTING | Other Service Provider | $84,605 | — | $84,605 |
| PNC BANK, N.A | Other Service Provider | $80,929 | — | $80,929 |
| YOUNG CONAWAY STARGATT & TAYLOR LLP | Other Service Provider | $34,193 | — | $34,193 |
| HOLROYD GELMAN, P.C. | Other Service Provider | $27,854 | — | $27,854 |
| DANIEL A. WINTERS | Auditor | $12,887 | — | $12,887 |
| SEGAL MARCO ADVISORS | Other Service Provider | $11,719 | — | $11,719 |
| J.A MARIANO AGENCY, INC | Other Service Provider | $10,570 | — | $10,570 |
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: $1,338,358
- Estimated Expense Ratio: 0.573% 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 | $2,645,709 | $1,256,973 | $85,776 | $12,887 | — |
| 2023 | $1,325,474 | $980,679 | $85,776 | $20,909 | — |
| 2022 | $1,524,883 | $1,161,605 | $85,776 | — | $193,576 |