Plan Snapshot
- Plan Sponsor: Board Of Trustees Opcmia Local 526 Welfare Fund
- Sponsor EIN: 256103482
- Sponsor Address: 1900 ANDREW STREET, MUNHALL, PA, 151202554
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 418
- Total Assets: $18.4M
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 | 418 | $18.4M | $5.9M | $369,874 |
| 2023 | 409 | $16.7M | $5.8M | $328,642 |
| 2022 | 405 | $14.6M | $5.6M | $416,043 |
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 |
|---|---|---|---|---|
| ACRISURE MIDATLANTIC PARTNERS INS | Other Service Provider | $60,630 | — | $60,630 |
| DICLAUDIO & KRAMER, LLC | Auditor | $27,250 | — | $27,250 |
| J.A. TAMSULA, INC. | Other Service Provider | $25,562 | — | $25,562 |
| STEPHEN J. O'BRIEN & ASSOCIATES,LLC | Other Service Provider | $10,771 | — | $10,771 |
| PNC BANK | Other Service Provider | $6,581 | — | $6,581 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DICLAUDIO & KRAMER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,794
- Estimated Expense Ratio: 0.712% 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 | $461,857 | $4,552 | — | $27,250 | — |
| 2023 | $509,328 | $4,553 | — | $27,294 | — |
| 2022 | $451,836 | $9,819 | $302,007 | — | $76,749 |