Plan Snapshot
- Plan Sponsor: Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund
- Sponsor EIN: 256135579
- Sponsor Address: 111 ZETA DR, PITTSBURGH, PA, 152382811
- Plan Type: DB
- Total Participants: 3,934
- Total Assets: $845.6M
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 | 3,934 | $845.6M | $46.8M | $0 |
| 2023 | 3,908 | $800.7M | $44.8M | $0 |
| 2022 | 4,047 | $742.3M | $46.0M | $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 |
|---|---|---|---|---|
| ULLICO | Other Service Provider | $526,234 | — | $526,234 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | Other Service Provider | $271,398 | — | $271,398 |
| FOUNDRY PARTNERS | Other Service Provider | $234,751 | — | $234,751 |
| NEUBERGER BERMAN | Other Service Provider | $224,515 | — | $224,515 |
| GLOBAL TRUST COMPANY | Other Service Provider | $198,760 | — | $198,760 |
| POLEN | Other Service Provider | $191,205 | — | $191,205 |
| LOOMIS SAYLES & CO LLP | Other Service Provider | $181,800 | — | $181,800 |
| JOHNSTON ASSET MANAGEMENT | Other Service Provider | $174,611 | — | $174,611 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $130,000 | — | $130,000 |
| IFM INVESTORS | Other Service Provider | $123,215 | — | $123,215 |
| LYRICAL ASSET MANAGEMENT | Other Service Provider | $90,446 | — | $90,446 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $89,117 | — | $89,117 |
| MANNING & NAPIER | Recordkeeper | $76,844 | — | $76,844 |
| ACRISURE | Other Service Provider | $70,135 | — | $70,135 |
| PNC BANK | Other Service Provider | $66,383 | — | $66,383 |
| MEYER, UNKOVIC & SCOTT | ERISA Attorney | $51,995 | — | $51,995 |
| GALLIARD CAPITAL MANAGEMENT | Other Service Provider | $51,683 | — | $51,683 |
| NEWTON INVESTMENT MANAGEMENT | Other Service Provider | $43,453 | — | $43,453 |
| DICLAUDIO & KRAMER, LLC | Auditor | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANNING & NAPIER — Recordkeeper
- MEYER, UNKOVIC & SCOTT — ERISA Attorney
- DICLAUDIO & KRAMER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,820,545
- Estimated Expense Ratio: 0.334% 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 | $4,047,894 | $2,599,050 | — | $24,000 | — |
| 2023 | $3,930,889 | $2,596,500 | — | $24,000 | — |
| 2022 | $3,718,916 | $2,474,222 | — | — | $154,904 |