Plan Snapshot
- Plan Sponsor: Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western PA
- Sponsor EIN: 251304459
- Sponsor Address: 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406
- Plan Type: DC
- Total Participants: 1,287
- Total Assets: $79.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,287 | $79.7M | $6.1M | $0 |
| 2023 | 1,386 | $76.4M | $5.9M | $0 |
| 2022 | 1,699 | $66.9M | $6.4M | $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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORD KEEPER | $173,700 | — | $173,700 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT CONSULTANT | $108,217 | — | $108,217 |
| BENESYS, INC | CONTRACT ADMINISTRATOR | $72,804 | — | $72,804 |
| DICLAUDIO & KRAMER, LLC | NONE | $28,535 | — | $28,535 |
| MEYER, UNKOVIC, & SCOTT | NONE | $12,349 | — | $12,349 |
| TUCKER ARENSBERG | NONE | $8,822 | — | $8,822 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT CONSULTANT
- DICLAUDIO & KRAMER, LLC — NONE
- MEYER, UNKOVIC, & SCOTT — NONE
- TUCKER ARENSBERG — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $404,427
- Estimated Expense Ratio: 0.507% 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 | $468,936 | $108,217 | $72,804 | $28,535 | — |
| 2023 | $444,350 | $97,614 | $70,680 | $28,537 | — |
| 2022 | $410,324 | $91,111 | $24,000 | — | $61,428 |