Plan Snapshot
- Plan Sponsor: Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan.
- Sponsor EIN: 256118878
- Sponsor Address: 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406
- Plan Type: DB
- Total Participants: 1,235
- Total Assets: $114.9M
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 | 1,235 | $114.9M | $5.2M | $0 |
| 2023 | 1,310 | $113.5M | $4.9M | $0 |
| 2022 | 1,379 | $111.0M | $5.1M | $0 |
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 | CONTRACT ADMINISTRATOR | $124,201 | — | $124,201 |
| BENESYS | CONTRACT ADMINISTRATOR | $120,190 | — | $120,190 |
| GRIDIRON PARTNERS, LLC | NONE | $93,995 | — | $93,995 |
| ALLIANCE CAPITAL | NONE | $76,002 | — | $76,002 |
| CIM INVESTMENT MANAGEMENT | NONE | $65,813 | — | $65,813 |
| TWIN CAPITAL MANAGEMENT | NONE | $58,986 | — | $58,986 |
| MORGAN STANLEY | NONE | $57,389 | — | $57,389 |
| ACRISURE MID-ATLANTIC, LLC | NONE | $53,788 | — | $53,788 |
| PRUDENTIAL FINANCIAL INS. CO. AMER. | NONE | $52,569 | — | $52,569 |
| MEYER, UNKOVIC & SCOTT | NONE | $47,063 | — | $47,063 |
| MARINER INSTITUTIONAL LLC | NONE | $44,500 | — | $44,500 |
| LAZARD ASSET MANAGEMENT | NONE | $42,395 | — | $42,395 |
| PNC ADVISORS | NONE | $25,353 | — | $25,353 |
| ULLICO | NONE | $22,899 | — | $22,899 |
| DICLAUDIO & KRAMER, LLC | NONE | $20,000 | — | $20,000 |
| ABM CONSULTING, LLC | TRUSTEE | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- PRUDENTIAL FINANCIAL INS. CO. AMER. — NONE
- MEYER, UNKOVIC & SCOTT — NONE
- ULLICO — NONE
- DICLAUDIO & KRAMER, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $911,143
- Estimated Expense Ratio: 0.793% 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 | $1,177,321 | $514,549 | $244,391 | $20,000 | — |
| 2023 | $1,208,027 | $551,200 | $206,712 | $20,000 | — |
| 2022 | $1,202,523 | $589,124 | $183,964 | — | $206,360 |