# Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-tr-oper-eng-cons-industry-miscellaneous-pension-fund-plan

> Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund's DB plan: 3,934 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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|NONE|$526,234|—|$526,234|

| CHAMPLAIN INVESTMENT PARTNERS, LLC|NONE|$271,398|—|$271,398|

| FOUNDRY PARTNERS|NONE|$234,751|—|$234,751|

| NEUBERGER BERMAN|NONE|$224,515|—|$224,515|

| GLOBAL TRUST COMPANY|NONE|$198,760|—|$198,760|

| POLEN|NONE|$191,205|—|$191,205|

| LOOMIS SAYLES & CO LLP|NONE|$181,800|—|$181,800|

| JOHNSTON ASSET MANAGEMENT|NONE|$174,611|—|$174,611|

| MARINER INSTITUTIONAL, LLC|NONE|$130,000|—|$130,000|

| IFM INVESTORS|NONE|$123,215|—|$123,215|

| LYRICAL ASSET MANAGEMENT|NONE|$90,446|—|$90,446|

| SEGALL BRYANT & HAMILL|NONE|$89,117|—|$89,117|

| MANNING & NAPIER|NONE|$76,844|—|$76,844|

| ACRISURE|NONE|$70,135|—|$70,135|

| PNC BANK|NONE|$66,383|—|$66,383|

| MEYER, UNKOVIC & SCOTT|NONE|$51,995|—|$51,995|

| GALLIARD CAPITAL MANAGEMENT|NONE|$51,683|—|$51,683|

| NEWTON INVESTMENT MANAGEMENT|NONE|$43,453|—|$43,453|

| DICLAUDIO & KRAMER, LLC|NONE|$24,000|—|$24,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MANNING & NAPIER](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MEYER, UNKOVIC & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-kramer-llc) — NONE

## 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|

## Similar Plans

- [Board Of Trustees, Steamfitters Local #449 Retirement Security Fund](https://planprovider.pro/companies/board-of-trustees-steamfitters-local-449-retirement-security-fund-plan) — 3,462 participants

- [Penn Line Enterprises, INC.](https://planprovider.pro/companies/penn-line-enterprises-inc-401k-plan) — 1,972 participants

- [Board Of Trustees Steamfitters Local #449 Pension Fund](https://planprovider.pro/companies/board-of-trustees-steamfitters-local-449-pension-fund-plan) — 1,652 participants

- [Qualtek Usa, LLC](https://planprovider.pro/companies/qualtek-usa-llc-401k-plan) — 1,247 participants

- [Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-sheet-metal-workers-local-union-no-12-annuity-fund-plan) — 991 participants

- [Dgi-Menard, INC.](https://planprovider.pro/companies/dgi-menard-inc-plan) — 961 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-tr-oper-eng-cons-industry-miscellaneous-pension-fund-plan)

© 2026 PlanProvider.Pro