# Board Of Trustees Iron Workers Welfare Plan Of Western PA Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-iron-workers-welfare-plan-of-western-pa-256181473-501

> Board Of Trustees Iron Workers Welfare Plan Of Western PA's Health & Welfare plan: 1,230 participants, plan year 2025 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Iron Workers Welfare Plan Of Western PA

- **Sponsor EIN:** 256181473

- **Sponsor Address:** 2201 LIBERTY AVE, PITTSBURGH, PA, 152224512

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,230

- **Total Assets:** $73.9M

## 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.|

| 2025|1,230|$73.9M|$0|$0|

| 2024|1,247|$65.6M|$25.8M|$807,651|

| 2023|1,198|$61.8M|$24.4M|$824,556|

| 2022|1,352|$54.4M|$24.9M|$851,285|

## 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|

| THE HORTON GROUP|Other Service Provider|$113,750|—|$113,750|

| LOOMIS SAYLES TRUST COMPANY, LLC|Other Service Provider|$50,240|—|$50,240|

| DICLAUDIO & KRAMER, LLC|Other Service Provider|$32,800|—|$32,800|

| TUCKER ARENSBERG, ET AL|Other Service Provider|$27,876|—|$27,876|

| PNC BANK|Other Service Provider|$26,335|—|$26,335|

| MARQUETTE ASSOCIATES|Other Service Provider|$25,000|—|$25,000|

| ALLAN BATES & ASSOCIATES|Other Service Provider|$16,252|—|$16,252|

| IFM INVESTORS, LLC|Other Service Provider|$11,877|—|$11,877|

| INVESTORS DIVERSIFIED REALTY, LLC|Other Service Provider|$11,148|—|$11,148|

| PARAMETRIC|Other Service Provider|$10,739|—|$10,739|

| LOGAN, METTLEY AND NEWCOMER, PLC|Other Service Provider|$10,315|—|$10,315|

| GRIDIRON PARTNERS, LLC|Other Service Provider|$7,054|—|$7,054|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $343,386

- **Estimated Expense Ratio:** 0.465% 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|

| 2025|$26,691,935|$145,398|—|$32,800|—|

| 2024|$901,896|$89,230|—|$28,500|—|

| 2023|$808,381|$70,846|—|$28,500|—|

| 2022|$836,297|$76,321|—|—|$228,711|

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