# Board Of Trustees,Ptc Alliance Union Retiree Health Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ptc-alliance-union-retiree-health-benefits-trust-273742357-501

> Board Of Trustees,Ptc Alliance Union Retiree Health Benefits Trust's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## 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|

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