# Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-building-trades-pension-plan-of-western-pennsylvan-plan

> Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan.'s DB plan: 1,235 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PRUDENTIAL FINANCIAL INS. CO. AMER.](https://planprovider.pro/provider/empower) — NONE

- [MEYER, UNKOVIC & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [ULLICO](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-building-trades-pension-plan-of-western-pennsylvan-plan)

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