# Board Of Trust Bricklayers And Allied Craft Workers Welfare Fd Of W PA Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trust-bricklayers-and-allied-craft-workers-welfare-fd-of-w-pa-256103466-501

> Board Of Trust Bricklayers And Allied Craft Workers Welfare Fd Of W PA's Health & Welfare plan: 677 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tucker-arensberg-pc) — ERISA Attorney

- [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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trust-bricklayers-and-allied-craft-workers-welfare-fd-of-w-pa-256103466-501)

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