# Board Of Trustees Insulators Local No. 2 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-insulators-local-no-2-welfare-fund-256030310-501

> Board Of Trustees Insulators Local No. 2 Welfare Fund's Health & Welfare plan: 370 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Insulators Local No. 2 Welfare Fund

- **Sponsor EIN:** 256030310

- **Sponsor Address:** 5 HOT METAL STREET, PITTSBURGH, PA, 15203

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 370

- **Total Assets:** $25.9M

## 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|370|$25.9M|$8.5M|$1.8M|

| 2023|402|$26.5M|$9.2M|$1.7M|

| 2022|443|$25.7M|$13.8M|$1.7M|

## 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|

| CENTRAL DATA SERVICES, INC.|Other Service Provider|$302,592|—|$302,592|

| HIGHMARK|Other Service Provider|$106,380|—|$106,380|

| MANNING & NAPIER|Other Service Provider|$91,095|—|$91,095|

| HAWLEY CONSULTING GROUP|Other Service Provider|$56,000|—|$56,000|

| DICLAUDIO & KRAMER, LLC|Auditor|$33,575|—|$33,575|

| MEYER, UNKOVIC & SCOTT|ERISA Attorney|$24,099|—|$24,099|

| DELTA DENTAL|Other Service Provider|$20,057|—|$20,057|

| INTERCONTINENTAL REAL ESTATE CORP.|Other Service Provider|$19,352|—|$19,352|

| PNC BANK, N.A.|Other Service Provider|$19,127|—|$19,127|

| MARINER INSTITUTIONAL LLC|Other Service Provider|$18,000|—|$18,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-kramer-llc) — Auditor

- [MEYER, UNKOVIC & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $690,277

- **Estimated Expense Ratio:** 2.664% 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|$465,931|$123,851|$130,020|$22,500|—|

| 2023|$446,284|$132,407|$126,420|$22,500|—|

| 2022|$383,988|$108,756|$117,600|—|$109,364|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-insulators-local-no-2-welfare-fund-256030310-501)

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