# Bd Of Trust I.B.P.A.T. Welfare Fund Of Western Pennsylvania Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trust-i-b-p-a-t-welfare-fund-of-western-pennsylvania-251010829-501

> Bd Of Trust I.B.P.A.T. Welfare Fund Of Western Pennsylvania's Health & Welfare plan: 1,237 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trust I.B.P.A.T. Welfare Fund Of Western Pennsylvania

- **Sponsor EIN:** 251010829

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,237

- **Total Assets:** $33.6M

## 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|1,237|$33.6M|$21.8M|$462,237|

| 2023|1,272|$29.1M|$20.5M|$541,864|

| 2022|1,267|$25.1M|$20.8M|$1.5M|

## 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|

| HIGHMARK|Other Service Provider|$406,814|—|$406,814|

| BENESYS, INC.|Recordkeeper|$281,676|—|$281,676|

| PNC BANK|Other Service Provider|$129,132|—|$129,132|

| DICLAUDIO & KRAMER, LLC|Auditor|$49,570|—|$49,570|

| BUCK CONSULTANTS, LLC|Other Service Provider|$7,000|$24,000|$31,000|

| TUCKER ARENSBERG|ERISA Attorney|$27,450|—|$27,450|

| MEYER, UNKOVIC, & SCOTT|ERISA Attorney|$20,817|—|$20,817|

| WEX HEALTH, INC.|ERISA Attorney|$7,950|—|$7,950|

### Verified Provider Profiles

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

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-kramer-llc) — Auditor

- [TUCKER ARENSBERG](https://planprovider.pro/provider/tucker-arensberg-pc) — ERISA Attorney

- [MEYER, UNKOVIC, & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [WEX HEALTH, INC.](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $954,409

- **Estimated Expense Ratio:** 2.838% 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|$706,556|$129,132|$281,676|$49,570|—|

| 2023|$716,934|$118,356|$273,456|$39,612|—|

| 2022|$800,509|$114,376|$364,200|—|$149,098|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trust-i-b-p-a-t-welfare-fund-of-western-pennsylvania-251010829-501)

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