# Board Of Trustees Iron Workers Pension Plan Of Western PA DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-iron-workers-pension-plan-of-western-pa-plan

> Board Of Trustees Iron Workers Pension Plan Of Western PA's DB plan: 1,004 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 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|EMPLOYEE|$149,031|—|$149,031|

| LOOMIS SAYLES TRUST COMPANY|NONE|$120,033|—|$120,033|

| ANDREA KRUSZEWSKI|EMPLOYEE|$107,736|—|$107,736|

| MARQUETTE ASSOCIATES|NONE|$100,000|—|$100,000|

| IFM INVESTORS, LLC|NONE|$95,505|—|$95,505|

| THE SEGAL COMPANY|NONE|$95,000|—|$95,000|

| TONI DICLEMENTE|EMPLOYEE|$85,974|—|$85,974|

| SVB STRATEGIC INVESTORS FUND XI CAY|NONE|$84,994|—|$84,994|

| MARILEE HUFNAGEL|EMPLOYEE|$79,473|—|$79,473|

| BOYD WATTERSON ASSET MANAGEMENT,LLC|NONE|$67,011|—|$67,011|

| JAMEY GIANNI|EMPLOYEE|$63,134|—|$63,134|

| LOUISE DYE|EMPLOYEE|$60,540|—|$60,540|

| LISA KING|EMPLOYEE|$55,545|—|$55,545|

| WELLINGTON TRUST|NONE|$43,716|—|$43,716|

| IRONSIDES OFFSHORE CO-INVEST VI, LP|NONE|$35,885|—|$35,885|

| TUCKER ARENSBERG|NONE|$34,723|—|$34,723|

| GLOBAL RENEWABLE POWER INFRA III LP|NONE|$33,776|—|$33,776|

| AEW PARTNERS , L.P.|NONE|$30,242|—|$30,242|

| SVB STRATEGIC INVESTORS FUND X CAYM|NONE|$30,000|—|$30,000|

| PNC ADVISORS|NONE|$26,631|—|$26,631|

| INVESTORS DIVERSIFIED REALTY, LLC|NONE|$24,730|—|$24,730|

| DICLAUDIO & KRAMER, LLC|NONE|$23,000|—|$23,000|

| SVB STRATEGIC INVESTORS FUND VIII|NONE|$21,252|—|$21,252|

| GLOBAL RENEWABLE POWER INFRA IVB LP|NONE|$16,928|—|$16,928|

| GLOBAL INFRASTRUCTURE PARTNERS|NONE|$16,750|—|$16,750|

| MALLORY MARINACK|EMPLOYEE|$16,422|—|$16,422|

| IRONSIDES PARTNERSHIP FUND IV, LP|NONE|$15,000|—|$15,000|

| STATE STREET GLOBAL ADVISORS|NONE|$13,997|—|$13,997|

| ACRISURE MID-ATLANTIC PARTNERS, LLC|NONE|$13,667|—|$13,667|

| ALLAN BATES ASSOCIATES|NONE|$13,241|—|$13,241|

| MEYER, UNKOVIC & SCOTT|NONE|$12,799|—|$12,799|

| MARY REESE|EMPLOYEE|$10,852|—|$10,852|

| BNY MELLON AFL-CIO SL BROAD MARKET|NONE|$5,034|—|$5,034|

### Verified Provider Profiles

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

- [TUCKER ARENSBERG](https://planprovider.pro/provider/tucker-arensberg-pc) — NONE

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-kramer-llc) — NONE

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

## 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|

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