Plan Snapshot
- Plan Sponsor: Committee Members Of The Usw Retirees Of The
- Sponsor EIN: 261860594
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 158
- Total Assets: $223.8M
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 | 158 | $223.8M | $0 | -$12,564 |
| 2023 | 182 | $218.8M | $0 | $2.2M |
| 2022 | 201 | $202.9M | $0 | $3.3M |
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 |
|---|---|---|---|---|
| CDS ADMINISTRATORS | Other Service Provider | $176,520 | — | $176,520 |
| GALLAGHER FIDUCIARY ADVISORS | Other Service Provider | $105,600 | — | $105,600 |
| SEGAL CONSULTING | Other Service Provider | $89,000 | — | $89,000 |
| HIGHMARK | Other Service Provider | $69,456 | — | $69,456 |
| BREDHOFF & KAISER | ERISA Attorney | $57,567 | — | $57,567 |
| CALIBRE CPA GROUP PLLC | Auditor | $49,210 | — | $49,210 |
| THOMAS BRAUN | Other Service Provider | $35,143 | — | $35,143 |
| S. HOWARD KLINE | Other Service Provider | $29,093 | — | $29,093 |
| CHARLES PIPER | Other Service Provider | $29,051 | — | $29,051 |
| THOMAS HAYHURST | Other Service Provider | $28,791 | — | $28,791 |
| JAMES DWORKIN | Other Service Provider | $28,483 | — | $28,483 |
| ANNE BLANTON | Other Service Provider | $28,394 | — | $28,394 |
| PNC BANK | Other Service Provider | $16,723 | — | $16,723 |
| COMERCIA | Other Service Provider | $15,188 | — | $15,188 |
| BANK OF NY MELLON | Other Service Provider | $5,804 | — | $5,804 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BREDHOFF & KAISER — ERISA Attorney
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $764,023
- Estimated Expense Ratio: 0.341% 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 | $830,992 | $135,794 | $245,236 | $49,210 | — |
| 2023 | $807,692 | $148,453 | $243,085 | $44,782 | — |
| 2022 | $838,181 | $39,560 | $285,371 | — | $284,479 |