# Committee Of The Jernberg Steelworkers Retiree Health & Welfare Plan
Source: https://planprovider.pro/companies/committee-of-the-jernberg-steelworkers-retiree-467058056-501

> Committee Of The Jernberg Steelworkers Retiree's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Committee Of The Jernberg Steelworkers Retiree

- **Sponsor EIN:** 467058056

- **Sponsor Address:** 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 15222

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $1.6M

## 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|$1.6M|$0|$0|

| 2023|0|$1.6M|$0|$0|

| 2022|0|$1.6M|$0|$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|

| NOVAK FRANCELLA, LLC|Auditor|$9,500|—|$9,500|

| CDS ADMINISTRATORS, INC.|Other Service Provider|$9,034|—|$9,034|

| AMERISERV TRUST|Other Service Provider|$6,907|—|$6,907|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,441

- **Estimated Expense Ratio:** 1.601% 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|$36,073|—|$9,185|$9,500|—|

| 2023|$37,427|—|$9,158|$11,198|—|

| 2022|$36,976|—|$9,047|—|$15,724|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/committee-of-the-jernberg-steelworkers-retiree-467058056-501)

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