# Board Of Trustees Cwa/Itu Negotiated Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-cwa-itu-negotiated-pension-plan-plan

> Board Of Trustees Cwa/Itu Negotiated Pension Plan's DB plan: 1,369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$631,002|—|$631,002|

| CHEIRON|NONE|$355,449|—|$355,449|

| AMALGAMATED BANK|NONE|$332,174|—|$332,174|

| ASB CAPITAL MANAGEMENT|NONE|$325,472|—|$325,472|

| PIERSON FERDINAND LLP|NONE|$313,497|—|$313,497|

| STATE STREET GLOBAL ADVISORS|NONE|$219,472|—|$219,472|

| BLACKROCK INSTITUTIONAL TRUST COMPA|NONE|$177,335|—|$177,335|

| QUAN-VEST CONSULTANTS, INC|NONE|$151,750|—|$151,750|

| SCHULTHEIS & PANETTIERI LLP|NONE|$135,532|—|$135,532|

| LORRAINE CASTLE|NONE|$123,159|—|$123,159|

| LAZARD ASSET MANAGEMENT|NONE|$106,455|—|$106,455|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$43,297|—|$43,297|

| SEGAL SELECT INSURANCE SERVICES INC|NONE|—|$38,406|$38,406|

| LOOMIS SAYLES & COMPANY, LP|NONE|$17,846|—|$17,846|

| THEODORE R RILEA JR|NONE|$8,236|—|$8,236|

| DANIEL FARBERMAN|NONE|$7,148|—|$7,148|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PIERSON FERDINAND LLP](https://planprovider.pro/provider/pierson-ferdinand-llp) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

## 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|

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