Plan Snapshot
- Plan Sponsor: Board Of Trustees,Ibew Local Union No 5 & Western PA Chapter Neca
- Sponsor EIN: 256032108
- Sponsor Address: 5 HOT METAL STREET, SUITE 200, PITTSBURGH, PA, 152032352
- Plan Type: DB
- Total Participants: 2,503
- Total Assets: $823.4M
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 | 2,503 | $823.4M | $39.0M | $0 |
| 2023 | 2,600 | $735.0M | $36.2M | $0 |
| 2022 | 2,600 | $651.6M | $33.4M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $40,419 | — | $40,419 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,419
- Estimated Expense Ratio: 0.005% 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 | $3,603,755 | $2,578,942 | $631,777 | $40,419 | — |
| 2023 | $3,400,914 | $2,423,181 | $592,310 | $66,176 | — |
| 2022 | $2,768,796 | $1,734,773 | $542,928 | — | $244,764 |