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

> Board Of Trustees Insulators Local No. 2 Pension Plan's DB plan: 421 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 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.|NONE|$160,805|—|$160,805|

| FOUNDRY PARTNERS|NONE|$115,369|—|$115,369|

| ULLICO INVESTMENT ADVISORS, INC.|NONE|$100,985|—|$100,985|

| CENTRAL DATA SERVICES, INC.|NONE|$95,220|—|$95,220|

| IFM INVESTORS PTY LTD.|NONE|$91,502|—|$91,502|

| ATLANTA CAPITAL MANAGEMENT|NONE|$87,365|—|$87,365|

| INTERCONTINENTAL REAL ESTATE CORP.|NONE|$75,077|—|$75,077|

| THE PRUDENTIAL INSURANCE COMPANY OF|NONE|$70,923|—|$70,923|

| JOHNSTON ASSET MANAGEMENT|NONE|$70,088|—|$70,088|

| MARINER INSTITUTUIONAL LLC|NONE|$65,000|—|$65,000|

| NEWTOWER TRUST COMPANY|NONE|$61,486|—|$61,486|

| PNC BANK NA|NONE|$55,657|—|$55,657|

| LOOMIS SAYLES TRUST COMPANY|NONE|$50,989|—|$50,989|

| BOYD WATERSON ASSET MANAGEMENT, LLC|NONE|$46,588|—|$46,588|

| MEYER,UNKOVIC & SCOTT|NONE|$39,054|—|$39,054|

| C.S. MCKEE, L.P.|NONE|$34,976|—|$34,976|

| DICLAUDIO & KRAMER, LLC|NONE|$31,720|—|$31,720|

| FOSTER & FOSTER, INC.|NONE|$29,200|—|$29,200|

| GRIDIRON PARTNERS, LLC|NONE|$13,183|—|$13,183|

| SEGAL SELECT INSURANCE SERVICES,INC|NONE|—|$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](https://planprovider.pro/provider/empower) — 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:** $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|

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