# Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western PA DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-u-p-a-t-annuity-fund-of-western-pa-plan

> Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western PA's DC plan: 1,287 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, 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](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT CONSULTANT

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-kramer-llc) — NONE

- [MEYER, UNKOVIC, & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [TUCKER ARENSBERG](https://planprovider.pro/provider/tucker-arensberg-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-i-u-p-a-t-annuity-fund-of-western-pa-plan)

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