Plan Snapshot
- Plan Sponsor: Board Of Trust Bricklayers And Allied Craft Workers Welfare Fd Of W PA
- Sponsor EIN: 256103466
- Sponsor Address: 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 677
- Total Assets: $18.7M
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 | 677 | $18.7M | $12.5M | $1.1M |
| 2023 | 658 | $17.2M | $12.4M | $1.0M |
| 2022 | 644 | $15.2M | $11.9M | $1.3M |
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 | Recordkeeper | $102,130 | — | $102,130 |
| TUCKER ARENSBERG | ERISA Attorney | $89,337 | — | $89,337 |
| BENESYS | Recordkeeper | $81,690 | — | $81,690 |
| ACRISURE MID-ATLANTIC PARTNERS, LLC | Other Service Provider | $69,246 | — | $69,246 |
| CIM INVESTMENT MANAGEMENT | Other Service Provider | $53,474 | — | $53,474 |
| DICLAUDIO & KRAMER, LLC | Auditor | $15,300 | — | $15,300 |
| ABM CONSULTING LLC | Custodian / Trustee | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TUCKER ARENSBERG — ERISA Attorney
- DICLAUDIO & KRAMER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $417,177
- Estimated Expense Ratio: 2.231% 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 | $548,450 | $61,458 | $199,530 | $15,300 | — |
| 2023 | $462,666 | $60,712 | $169,980 | $15,165 | — |
| 2022 | $428,983 | $43,935 | $161,305 | — | $97,639 |