Plan Snapshot
- Plan Sponsor: Board Of Trustees,Ptc Alliance Union Retiree Health Benefits Trust
- Sponsor EIN: 273742357
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, 5TH FL, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $879,196
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 | 0 | $879,196 | $0 | $32,944 |
| 2023 | 0 | $1.1M | $0 | $43,274 |
| 2022 | 0 | $1.4M | $0 | $146,074 |
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 |
|---|---|---|---|---|
| MCELHANEY & ASSOCIATES, LLC | Other Service Provider | $12,650 | — | $12,650 |
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $12,000 | — | $12,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,650
- Estimated Expense Ratio: 2.804% 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 | $35,832 | $2,863 | $12,000 | $12,650 | — |
| 2023 | $39,839 | $3,189 | $12,000 | $11,000 | — |
| 2022 | $40,532 | $5,112 | $12,000 | — | $17,967 |