Plan Snapshot
- Plan Sponsor: Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir
- Sponsor EIN: 452029312
- Sponsor Address: 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $79.4M
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 | 0 | $79.4M | $0 | $10,022 |
| 2023 | 0 | $80.9M | $0 | $439,415 |
| 2022 | 0 | $80.3M | $0 | $470,861 |
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 |
|---|---|---|---|---|
| CENTRAL DATA SERVICE INC. | Other Service Provider | $79,685 | — | $79,685 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $60,048 | — | $60,048 |
| SEGAL MARCO ADVISORS | Other Service Provider | $50,000 | — | $50,000 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $49,961 | — | $49,961 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $29,500 | — | $29,500 |
| MCELHANEY & ASSOCIATES, LLC | Other Service Provider | $27,000 | — | $27,000 |
| PNC INVESTMENT | Other Service Provider | $21,937 | — | $21,937 |
| THE MCKEOGH COMPANY | Other Service Provider | $21,575 | — | $21,575 |
| JEANETTE STUMP | Other Service Provider | $14,375 | — | $14,375 |
| SIMONE ROCKSTROH | Other Service Provider | $14,375 | — | $14,375 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $368,456
- Estimated Expense Ratio: 0.464% 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 | $438,248 | $211,446 | $79,685 | $27,000 | — |
| 2023 | $470,231 | $230,188 | $84,385 | $24,500 | — |
| 2022 | $488,879 | $265,862 | $88,218 | — | $85,616 |