Plan Snapshot
- Plan Sponsor: Board Of Trustees Cwa/Itu Negotiated Pension Plan
- Sponsor EIN: 136212879
- Sponsor Address: 27 ROLAND AVE STE 200, MOUNT LAUREL, NJ, 080541038
- Plan Type: DB
- Total Participants: 1,369
- Total Assets: $1.0B
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 | 1,369 | $1.0B | $15.9M | $0 |
| 2023 | 1,473 | $509.3M | $12.7M | $0 |
| 2022 | 1,537 | $528.6M | $24.1M | $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 |
|---|---|---|---|---|
| FRANK M. VACCARO & ASSOCIATES INC | Other Service Provider | $631,002 | — | $631,002 |
| CHEIRON | Other Service Provider | $355,449 | — | $355,449 |
| AMALGAMATED BANK | Other Service Provider | $332,174 | — | $332,174 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $325,472 | — | $325,472 |
| PIERSON FERDINAND LLP | ERISA Attorney | $313,497 | — | $313,497 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $219,472 | — | $219,472 |
| BLACKROCK INSTITUTIONAL TRUST COMPA | Other Service Provider | $177,335 | — | $177,335 |
| QUAN-VEST CONSULTANTS, INC | Other Service Provider | $151,750 | — | $151,750 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $135,532 | — | $135,532 |
| LORRAINE CASTLE | Other Service Provider | $123,159 | — | $123,159 |
| LAZARD ASSET MANAGEMENT | Other Service Provider | $106,455 | — | $106,455 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $43,297 | — | $43,297 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $38,406 | $38,406 |
| LOOMIS SAYLES & COMPANY, LP | Other Service Provider | $17,846 | — | $17,846 |
| THEODORE R RILEA JR | Other Service Provider | $8,236 | — | $8,236 |
| DANIEL FARBERMAN | Other Service Provider | $7,148 | — | $7,148 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PIERSON FERDINAND LLP — ERISA Attorney
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,986,230
- Estimated Expense Ratio: 0.291% 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 | $4,396,357 | $1,217,353 | $631,002 | $53,800 | — |
| 2023 | $4,689,992 | $1,919,660 | $608,800 | $55,601 | — |
| 2022 | $3,474,387 | $1,110,123 | $585,200 | — | $569,187 |