Plan Snapshot
- Plan Sponsor: Beverage & Brewery Drivers Health & Welfare Fund
- Sponsor EIN: 526056136
- Sponsor Address: 603 STANWIX ST, SUTIE 1500, PITTSBURGH, PA, 152221024
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 656
- Total Assets: $19.6M
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 | 656 | $19.6M | $7.4M | $274,422 |
| 2023 | 684 | $15.9M | $7.6M | $298,592 |
| 2022 | 632 | $13.2M | $6.3M | $282,091 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $133,497 | $82,924 | $216,421 |
| CAREFIRST PPO | Other Service Provider | $78,119 | — | $78,119 |
| AMERICAN HEALTH HOLDING | Other Service Provider | $40,714 | — | $40,714 |
| SEGAL COMPANY | Other Service Provider | $33,958 | — | $33,958 |
| KEYPRO ACQUISITIONS, INC. | Other Service Provider | $24,186 | — | $24,186 |
| SAVASTA & CO. | Other Service Provider | $18,375 | — | $18,375 |
| CALIBRE CPA GROUP | Auditor | $18,000 | — | $18,000 |
| MCCHESNEY & DALE | Other Service Provider | $14,190 | — | $14,190 |
| WELLS FARGO | Other Service Provider | $8,272 | — | $8,272 |
| JOHN SMINKEY | Custodian / Trustee | $5,802 | — | $5,802 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — Auditor
- JOHN SMINKEY — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $458,037
- Estimated Expense Ratio: 2.335% 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 | $399,355 | $33,958 | $108,522 | $3,190 | — |
| 2023 | $431,791 | $14,583 | $116,155 | — | — |
| 2022 | $450,243 | $8,825 | $93,404 | — | $144,264 |