# Board Of Trustees Cement Masons Local 526 Supplemental Income Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-cement-masons-local-526-supplemental-income-fund-237071390-501

> Board Of Trustees Cement Masons Local 526 Supplemental Income Fund's Health & Welfare plan: 472 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-cement-masons-local-526-supplemental-income-fund-237071390-501)

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