Plan Snapshot
- Plan Sponsor: Board Of Trustees, Washington Wholesalers Health
- Sponsor EIN: 526057761
- Sponsor Address: TWO GATEWAY CENTER, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,103
- Total Assets: $10.2M
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 | 1,103 | $10.2M | $7.8M | $153,590 |
| 2023 | 1,039 | $15.5M | $8.7M | $162,721 |
| 2022 | 1,039 | $17.9M | $7.6M | $180,038 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $344,157 | — | $344,157 |
| CONIFER VALUE-BASED CARE, LLC | Other Service Provider | $164,116 | — | $164,116 |
| SLEVIN & HART, PC | ERISA Attorney | $132,781 | — | $132,781 |
| CHEIRON, INC. | Other Service Provider | $113,774 | — | $113,774 |
| PNC BANK, N.A. | Other Service Provider | $43,164 | — | $43,164 |
| WITHUMSMITH+BROWN, P.C. | Auditor | $34,593 | — | $34,593 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $27,304 | — | $27,304 |
| LOCKTON COMPANIES | Investment Advisor | $25,000 | — | $25,000 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $18,079 | — | $18,079 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $15,625 | — | $15,625 |
| THE SEGAL COMPANY | Recordkeeper | $14,300 | — | $14,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, PC — ERISA Attorney
- WITHUMSMITH+BROWN, P.C. — Auditor
- LOCKTON COMPANIES — Investment Advisor
- THE SEGAL COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $932,893
- Estimated Expense Ratio: 9.152% 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 | $858,810 | $61,053 | $353,342 | $34,593 | — |
| 2023 | $830,666 | $70,432 | $398,815 | $37,595 | — |
| 2022 | $914,835 | $60,878 | $389,398 | — | $375,730 |