# Bd Of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trust-sw-pa-w-md-area-teamsters-employers-pension-fund-plan

> Bd Of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund's DB plan: 432 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/diclaudio-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trust-sw-pa-w-md-area-teamsters-employers-pension-fund-plan)

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