Plan Snapshot
- Plan Sponsor: Board Of Trustees Cement Masons Local 526 Supplemental Income Fund
- Sponsor EIN: 237071390
- Sponsor Address: 1900 ANDREW STREET, MUNHALL, PA, 151202554
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 472
- Total Assets: $2.3M
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 | 472 | $2.3M | $73,771 | $0 |
| 2023 | 454 | $2.5M | $146,524 | $0 |
| 2022 | 472 | $2.7M | $334,379 | $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 |
|---|---|---|---|---|
| DICLAUDIO & KRAMER, LLC | Auditor | $11,035 | — | $11,035 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Other Service Provider | $6,834 | — | $6,834 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DICLAUDIO & KRAMER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,869
- Estimated Expense Ratio: 0.782% 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 | $163,776 | $6,834 | — | $11,035 | — |
| 2023 | $153,080 | $6,834 | — | $11,037 | — |
| 2022 | $160,831 | $7,182 | — | — | $15,639 |