# Board Of Trustees Insulators Local No. 2 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-insulators-local-no-2-annuity-plan-plan

> Board Of Trustees Insulators Local No. 2 Annuity Plan's DC plan: 457 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 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](https://planprovider.pro/provider/john-hancock) — NONE

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

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-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|

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