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
- Plan Number: 001
- Total Participants: 10,308
- Total Assets: $931.8M
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. |
|---|---|---|---|---|
| 2025 | 10,308 | $931.8M | $0 | $0 |
| 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 | $547,703 | — | $547,703 |
| IFM INVESTORS | Other Service Provider | $390,507 | — | $390,507 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | Other Service Provider | $279,088 | — | $279,088 |
| GLOBAL TRUST COMPANY | Other Service Provider | $229,238 | — | $229,238 |
| NEUBERGER BERMAN | Other Service Provider | $216,970 | — | $216,970 |
| LOOMIS SAYLES & CO LLP | Other Service Provider | $197,676 | — | $197,676 |
| CS MCKEE | Other Service Provider | $183,364 | — | $183,364 |
| POLEN | Other Service Provider | $174,142 | — | $174,142 |
| JOHNSTON ASSET MANAGEMENT | Other Service Provider | $144,486 | — | $144,486 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $130,000 | — | $130,000 |
| LYRICAL ASSET MANAGEMENT | Other Service Provider | $94,290 | — | $94,290 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $89,480 | — | $89,480 |
| MANNING & NAPIER | Other Service Provider | $85,138 | — | $85,138 |
| PNC BANK | Other Service Provider | $81,607 | — | $81,607 |
| NEWTON INVESTMENT MANAGEMENT | Other Service Provider | $78,718 | — | $78,718 |
| ACRISURE | Other Service Provider | $70,591 | — | $70,591 |
| GALLIARD CAPITAL MANAGEMENT | Other Service Provider | $70,080 | — | $70,080 |
| FOUNDRY PARTNERS | Other Service Provider | $53,961 | — | $53,961 |
| MEYER, UNKOVIC & SCOTT | Other Service Provider | $30,166 | — | $30,166 |
| DICLAUDIO & KRAMER, LLC | Other Service Provider | $24,000 | — | $24,000 |
| WILLIAM TEITZ | Other Service Provider | $6,819 | — | $6,819 |
| SCOTT ANDERSON | Other Service Provider | $6,471 | — | $6,471 |
| RYAN HARBAUGH | Other Service Provider | $6,356 | — | $6,356 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,190,851
- Estimated Expense Ratio: 0.342% 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 |
|---|---|---|---|---|---|
| 2025 | $68,090,061 | $2,960,758 | — | $24,000 | — |
| 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 |