Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Health & Welfare Benefits Trust For Certain
- Sponsor EIN: 371542425
- Sponsor Address: 60 BLVD OF THE ALLIES, 5TH FLOOR, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,441
- Total Assets: $31.0M
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 | 1,441 | $31.0M | $2.6M | $650,851 |
| 2023 | 1,437 | $27.9M | $2.4M | $708,359 |
| 2022 | 1,388 | $24.4M | $0 | $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 |
|---|---|---|---|---|
| CENTRAL DATA SERVICES, INC | Other Service Provider | $43,638 | — | $43,638 |
| BUCK GLOBAL, LLC | Other Service Provider | $35,020 | — | $35,020 |
| DURHAM, JONES & PINEGAR | ERISA Attorney | $25,114 | — | $25,114 |
| WITHUMSMITH & BROWN PC | Other Service Provider | $23,716 | — | $23,716 |
| INNOVEST PORTFOLIO SOLUTIONS LLC | Other Service Provider | $22,000 | — | $22,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DURHAM, JONES & PINEGAR — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,488
- Estimated Expense Ratio: 0.482% 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 | $180,122 | — | $43,638 | $23,716 | — |
| 2023 | $161,401 | — | $43,495 | $22,880 | — |
| 2022 | $152,603 | $16,973 | $43,372 | — | $64,991 |