# Committee Members Of The Usw Retirees Of The Health & Welfare Plan
Source: https://planprovider.pro/companies/committee-members-of-the-usw-retirees-of-the-261860594-501

> Committee Members Of The Usw Retirees Of The's Health & Welfare plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bredhoff-and-kaiser) — ERISA Attorney

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|

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