# Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-butler-zanesville-works-hourly-and-salaried-union-retir-452029312-501

> Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## 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|

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