Plan Snapshot
- Plan Sponsor: Board Of Trustees Insulators Local No. 2 Annuity Plan
- Sponsor EIN: 251400090
- Sponsor Address: 5 HOT METAL STREET, STE 200, PITTSBURGH, PA, 15203
- Plan Type: DC
- Total Participants: 457
- Total Assets: $100.8M
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 | 457 | $100.8M | $3.8M | $0 |
| 2023 | 521 | $92.4M | $4.4M | $0 |
| 2022 | 572 | $85.1M | $9.9M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK | NONE | $95,381 | — | $95,381 |
| CENTRAL DATA SERVICES, INC. | NONE | $40,920 | — | $40,920 |
| MARINER INSTITUTIONAL LLC | NONE | $30,000 | — | $30,000 |
| MEYER, UNKOVIC & SCOTT | NONE | $29,223 | — | $29,223 |
| DICLAUDIO & KRAMER, LLC | NONE | $26,895 | — | $26,895 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — NONE
- MEYER, UNKOVIC & SCOTT — NONE
- DICLAUDIO & KRAMER, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $222,419
- Estimated Expense Ratio: 0.221% 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 | $259,844 | $30,000 | $40,920 | $15,820 | — |
| 2023 | $279,022 | $28,500 | $39,720 | $15,824 | — |
| 2022 | $296,758 | $195,058 | $36,000 | — | $32,331 |