Plan Snapshot
- Plan Sponsor: Graphic Communications National Health And Welfare Fund
- Sponsor EIN: 522045099
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 213
- Total Assets: $1.4M
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 | 213 | $1.4M | $0 | $0 |
| 2023 | 251 | $1.3M | $0 | $0 |
| 2022 | 236 | $1.3M | $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 |
|---|---|---|---|---|
| CDS ADMINISTRATORS, INC | Other Service Provider | $65,757 | — | $65,757 |
| BUCK CONSULTANTS | Other Service Provider | $39,107 | — | $39,107 |
| CALIBRE CPA GROUP | Auditor | $30,014 | — | $30,014 |
| PNC BANK | Other Service Provider | $10,954 | — | $10,954 |
| MOONEY,GREEN,SAINDON,MURPHY&WELC PC | Other Service Provider | $8,510 | — | $8,510 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,342
- Estimated Expense Ratio: 10.780% 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 | $162,648 | — | $65,757 | $30,014 | — |
| 2023 | $172,696 | — | $65,895 | $28,405 | — |
| 2022 | $184,011 | — | $61,137 | — | $99,419 |