Plan Snapshot
- Plan Sponsor: Cleveland Longshoremen'S Pension Fund
- Sponsor EIN: 346582620
- Sponsor Address: 591 ERIESIDE AVENUE, CLEVELAND, OH, 44114
- Plan Type: DB
- Plan Number: 001
- Total Participants: 62
- Total Assets: $19.4M
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 | 62 | $19.4M | $585,798 | $0 |
| 2023 | 55 | $18.7M | $548,297 | $0 |
| 2022 | 63 | $16.1M | $712,785 | $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 |
|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES LLC | Other Service Provider | $50,095 | — | $50,095 |
| BENESYS | Other Service Provider | $29,116 | — | $29,116 |
| THE BOGDAHN GROUP | Other Service Provider | $23,000 | — | $23,000 |
| CIUNI & PANICHI, INC. | Other Service Provider | $13,183 | — | $13,183 |
| FIFTH THIRD BANK | Other Service Provider | $11,250 | — | $11,250 |
| EBERTS & HARRISON, INC. | Other Service Provider | $5,453 | — | $5,453 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,097
- Estimated Expense Ratio: 0.682% 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 | $146,180 | $34,250 | $29,116 | $13,183 | — |
| 2023 | $198,685 | $35,804 | $28,956 | $14,663 | — |
| 2022 | $146,184 | $12,054 | $28,956 | — | $72,120 |