Plan Snapshot
- Plan Sponsor: Bd Of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund
- Sponsor EIN: 251046087
- Sponsor Address: 112 MORGANTOWN ST, UNIONTOWN, PA, 154014214
- Plan Type: DB
- Total Participants: 432
- Total Assets: $23.5M
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 | 432 | $23.5M | $0 | $0 |
| 2023 | 463 | $30.0M | $0 | $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 |
|---|---|---|---|---|
| DICLAUDIO & KRAMER, LLC | Auditor | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DICLAUDIO & KRAMER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,000
- Estimated Expense Ratio: 0.107% 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 | $671,148 | $63,826 | — | $25,000 | — |
| 2023 | $714,510 | $74,980 | — | — | $279,577 |