Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Umwa 1985 Construction Workers
- Sponsor EIN: 526283006
- Sponsor Address: 1110 MAIN STREET, WHEELING, WV, 260032704
- Plan Type: DB
- Plan Number: 001
- Total Participants: 195
- Total Assets: $469.6M
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 | 195 | $469.6M | $0 | $0 |
| 2023 | 197 | $447.1M | $0 | $0 |
| 2022 | 234 | $431.8M | $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 |
|---|---|---|---|---|
| COLUMBIA THREADNEEDLE INVESTMENTS | Other Service Provider | $138,983 | $134,748 | $273,731 |
| THE HEALTH PLAN | Other Service Provider | $240,500 | — | $240,500 |
| SEGAL MARCO ADVISORS | Other Service Provider | $208,621 | — | $208,621 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $177,042 | — | $177,042 |
| PIMCO | Other Service Provider | $164,139 | — | $164,139 |
| SLEVIN & HART PC | ERISA Attorney | $162,935 | — | $162,935 |
| RIVERBRIDGE PARTNERS | Other Service Provider | $153,712 | — | $153,712 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Other Service Provider | $133,132 | — | $133,132 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $130,474 | — | $130,474 |
| NORTHERN TRUST COMPANY | Other Service Provider | $101,945 | — | $101,945 |
| LOOMIS SAYLES | Other Service Provider | $83,073 | — | $83,073 |
| CHEIRON | Other Service Provider | $69,018 | — | $69,018 |
| CALIBRE CPA GROUP PLLC | Auditor | $55,500 | — | $55,500 |
| AMALGAMATED BANK | Other Service Provider | $47,422 | — | $47,422 |
| WELLINGTON CAPITAL MANAGEMENT | Other Service Provider | $41,593 | — | $41,593 |
| CENTURION INSURANCE | Other Service Provider | $40,338 | — | $40,338 |
| DONALD BARNETT | Custodian / Trustee | $35,000 | — | $35,000 |
| FRED MARX | Custodian / Trustee | $35,000 | — | $35,000 |
| WILLIAM HOWE | Custodian / Trustee | $35,000 | — | $35,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART PC — ERISA Attorney
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,188,175
- Estimated Expense Ratio: 0.466% 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 | $2,232,988 | $1,432,786 | $240,500 | $55,500 | — |
| 2023 | $2,312,326 | $1,602,400 | $214,200 | $54,000 | — |
| 2022 | $2,300,742 | $1,601,220 | $214,200 | — | $327,250 |