Plan Snapshot
- Plan Sponsor: Glaziers Local Union No 558 Pension Fund
- Sponsor EIN: 436106206
- Sponsor Address: PO BOX 909500, KANSAS CITY, MO, 641909500
- Plan Type: DB
- Total Participants: 334
- Total Assets: $47.1M
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 | 334 | $47.1M | $1.9M | $0 |
| 2023 | 287 | $43.9M | $1.9M | $0 |
| 2022 | 303 | $40.2M | $2.0M | $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 |
|---|---|---|---|---|
| WILSON MCSHANE CORPORATION | Recordkeeper | $82,400 | — | $82,400 |
| NEUBERGER BERMAN | Other Service Provider | $61,421 | — | $61,421 |
| ULLICO | Other Service Provider | $58,099 | — | $58,099 |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | ERISA Attorney | $58,053 | — | $58,053 |
| RIVERBRIDGE PARTNERS, LLC | Other Service Provider | $56,471 | — | $56,471 |
| UNITED ACTUARIAL SERVICES, INC | Actuary | $49,221 | — | $49,221 |
| PRUDENTIAL INSURANCE | Other Service Provider | $35,408 | — | $35,408 |
| SEGAL MARCO ADVISORS | Investment Advisor | $32,000 | — | $32,000 |
| RUBINBROWN LLP | Auditor | $26,400 | — | $26,400 |
| CONSTRUCTION BENEFITS AUDIT CORP | Auditor | $19,589 | — | $19,589 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $479,062
- Estimated Expense Ratio: 1.018% 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 | $548,417 | $255,683 | $101,989 | $26,400 | — |
| 2023 | $480,742 | $208,851 | $99,269 | $22,200 | — |
| 2022 | $523,778 | $234,338 | $83,100 | — | $136,191 |