Plan Snapshot
- Plan Sponsor: Board Of Trustees Insulators Local No. 2 Pension Plan
- Sponsor EIN: 236030054
- Sponsor Address: 5 HOT METAL STREET, STE 200, PITTSBURGH, PA, 15203
- Plan Type: DB
- Total Participants: 421
- Total Assets: $205.8M
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 | 421 | $205.8M | $7.4M | $0 |
| 2023 | 458 | $198.3M | $8.0M | $0 |
| 2022 | 495 | $188.3M | $10.4M | $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 |
|---|---|---|---|---|
| SYSTEMATIC FINANCIAL MGMT, L.P. | Other Service Provider | $160,805 | — | $160,805 |
| FOUNDRY PARTNERS | Other Service Provider | $115,369 | — | $115,369 |
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $100,985 | — | $100,985 |
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $95,220 | — | $95,220 |
| IFM INVESTORS PTY LTD. | Other Service Provider | $91,502 | — | $91,502 |
| ATLANTA CAPITAL MANAGEMENT | Other Service Provider | $87,365 | — | $87,365 |
| INTERCONTINENTAL REAL ESTATE CORP. | Other Service Provider | $75,077 | — | $75,077 |
| THE PRUDENTIAL INSURANCE COMPANY OF | Recordkeeper | $70,923 | — | $70,923 |
| JOHNSTON ASSET MANAGEMENT | Other Service Provider | $70,088 | — | $70,088 |
| MARINER INSTITUTUIONAL LLC | Other Service Provider | $65,000 | — | $65,000 |
| NEWTOWER TRUST COMPANY | Other Service Provider | $61,486 | — | $61,486 |
| PNC BANK NA | Other Service Provider | $55,657 | — | $55,657 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $50,989 | — | $50,989 |
| BOYD WATERSON ASSET MANAGEMENT, LLC | Other Service Provider | $46,588 | — | $46,588 |
| MEYER,UNKOVIC & SCOTT | ERISA Attorney | $39,054 | — | $39,054 |
| C.S. MCKEE, L.P. | Other Service Provider | $34,976 | — | $34,976 |
| DICLAUDIO & KRAMER, LLC | Auditor | $31,720 | — | $31,720 |
| FOSTER & FOSTER, INC. | Other Service Provider | $29,200 | — | $29,200 |
| GRIDIRON PARTNERS, LLC | Other Service Provider | $13,183 | — | $13,183 |
| SEGAL SELECT INSURANCE SERVICES,INC | Other Service Provider | — | $6,342 | $6,342 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE PRUDENTIAL INSURANCE COMPANY OF — Recordkeeper
- MEYER,UNKOVIC & SCOTT — ERISA Attorney
- DICLAUDIO & KRAMER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,301,529
- Estimated Expense Ratio: 0.632% 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 | $1,430,972 | $1,044,337 | $95,220 | $20,645 | — |
| 2023 | $1,339,550 | $1,009,876 | $92,520 | $20,649 | — |
| 2022 | $1,319,662 | $974,012 | $85,800 | — | $147,760 |