Plan Snapshot
- Plan Sponsor: Board Of Trustees Iron Workers Pension Plan Of Western PA
- Sponsor EIN: 251283169
- Sponsor Address: 2201 LIBERTY AVENUE, PITTSBURGH, PA, 152224512
- Plan Type: DB
- Total Participants: 1,004
- Total Assets: $296.8M
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 | 1,004 | $296.8M | $17.4M | $0 |
| 2023 | 968 | $280.8M | $17.5M | $0 |
| 2022 | 1,034 | $264.5M | $18.3M | $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 |
|---|---|---|---|---|
| JESSICA SCHNEIDER | Other Service Provider | $149,031 | — | $149,031 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $120,033 | — | $120,033 |
| ANDREA KRUSZEWSKI | Other Service Provider | $107,736 | — | $107,736 |
| MARQUETTE ASSOCIATES | Other Service Provider | $100,000 | — | $100,000 |
| IFM INVESTORS, LLC | Other Service Provider | $95,505 | — | $95,505 |
| THE SEGAL COMPANY | Other Service Provider | $95,000 | — | $95,000 |
| TONI DICLEMENTE | Other Service Provider | $85,974 | — | $85,974 |
| SVB STRATEGIC INVESTORS FUND XI CAY | Other Service Provider | $84,994 | — | $84,994 |
| MARILEE HUFNAGEL | Other Service Provider | $79,473 | — | $79,473 |
| BOYD WATTERSON ASSET MANAGEMENT,LLC | Other Service Provider | $67,011 | — | $67,011 |
| JAMEY GIANNI | Other Service Provider | $63,134 | — | $63,134 |
| LOUISE DYE | Other Service Provider | $60,540 | — | $60,540 |
| LISA KING | Other Service Provider | $55,545 | — | $55,545 |
| WELLINGTON TRUST | Other Service Provider | $43,716 | — | $43,716 |
| IRONSIDES OFFSHORE CO-INVEST VI, LP | Other Service Provider | $35,885 | — | $35,885 |
| TUCKER ARENSBERG | ERISA Attorney | $34,723 | — | $34,723 |
| GLOBAL RENEWABLE POWER INFRA III LP | Other Service Provider | $33,776 | — | $33,776 |
| AEW PARTNERS , L.P. | Other Service Provider | $30,242 | — | $30,242 |
| SVB STRATEGIC INVESTORS FUND X CAYM | Other Service Provider | $30,000 | — | $30,000 |
| PNC ADVISORS | Other Service Provider | $26,631 | — | $26,631 |
| INVESTORS DIVERSIFIED REALTY, LLC | Other Service Provider | $24,730 | — | $24,730 |
| DICLAUDIO & KRAMER, LLC | Auditor | $23,000 | — | $23,000 |
| SVB STRATEGIC INVESTORS FUND VIII | Other Service Provider | $21,252 | — | $21,252 |
| GLOBAL RENEWABLE POWER INFRA IVB LP | Other Service Provider | $16,928 | — | $16,928 |
| GLOBAL INFRASTRUCTURE PARTNERS | Other Service Provider | $16,750 | — | $16,750 |
| MALLORY MARINACK | Other Service Provider | $16,422 | — | $16,422 |
| IRONSIDES PARTNERSHIP FUND IV, LP | Other Service Provider | $15,000 | — | $15,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $13,997 | — | $13,997 |
| ACRISURE MID-ATLANTIC PARTNERS, LLC | Other Service Provider | $13,667 | — | $13,667 |
| ALLAN BATES ASSOCIATES | Other Service Provider | $13,241 | — | $13,241 |
| MEYER, UNKOVIC & SCOTT | ERISA Attorney | $12,799 | — | $12,799 |
| MARY REESE | Other Service Provider | $10,852 | — | $10,852 |
| BNY MELLON AFL-CIO SL BROAD MARKET | Other Service Provider | $5,034 | — | $5,034 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TUCKER ARENSBERG — ERISA Attorney
- DICLAUDIO & KRAMER, LLC — Auditor
- MEYER, UNKOVIC & SCOTT — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,602,621
- Estimated Expense Ratio: 0.540% 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 | $1,580,068 | $798,280 | — | $23,000 | — |
| 2023 | $1,840,231 | $1,092,662 | — | $23,000 | — |
| 2022 | $1,625,863 | $858,295 | — | — | $209,033 |