Plan Snapshot
- Plan Sponsor: Greater Pennsylvania Carpenters' Medical Plan
- Sponsor EIN: 237007718
- Sponsor Address: 650 RIDGE ROAD, STE 300, PITTSBURGH, PA, 152059503
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 7,663
- Total Assets: $435.1M
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 | 7,663 | $435.1M | $103.1M | $3.5M |
| 2023 | 7,749 | $397.4M | $92.5M | $3.3M |
| 2022 | 7,925 | $357.3M | $90.1M | $3.6M |
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 |
|---|---|---|---|---|
| DELTA DENTAL | Other Service Provider | $2,419,148 | — | $2,419,148 |
| INDEPENDENCE BLUE CROSS | Other Service Provider | $1,928,954 | — | $1,928,954 |
| CARPENTERS COMBINED FUNDS, INC. | Recordkeeper | $1,715,213 | — | $1,715,213 |
| EXPRESS SCRIPTS | Other Service Provider | $1,623,947 | — | $1,623,947 |
| AETNA MAP | Other Service Provider | $1,581,042 | — | $1,581,042 |
| LYTLE EAP PARTNERS | Other Service Provider | $283,423 | — | $283,423 |
| GRIDIRON PARTNERS | Other Service Provider | $263,697 | — | $263,697 |
| THE SEGAL CO. | Other Service Provider | $218,219 | — | $218,219 |
| STEPHEN J. OBRIEN, ESQ | Other Service Provider | $185,341 | — | $185,341 |
| C.S. MCKEE | Other Service Provider | $107,654 | — | $107,654 |
| PNC ADVISORS | Custodian / Trustee | $106,603 | — | $106,603 |
| HENRY ROSSI & CO., LLP | Auditor | $78,855 | — | $78,855 |
| LONDON COMPANY | Other Service Provider | $72,915 | — | $72,915 |
| BROWN BROTHERS | Other Service Provider | — | $61,179 | $61,179 |
| CORRY CAPITAL - LONGEVITY FUND VI | Other Service Provider | $58,213 | — | $58,213 |
| PFM ASSET MANAGEMENT LLC | Other Service Provider | $55,902 | — | $55,902 |
| HIGHMARK SIGNATURE 65 | Other Service Provider | $54,160 | — | $54,160 |
| PRUDENTIAL | Other Service Provider | $42,857 | — | $42,857 |
| NVA | Other Service Provider | $39,304 | — | $39,304 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $36,513 | — | $36,513 |
| CANCER STUDY GROUP | Other Service Provider | $30,600 | — | $30,600 |
| LEM MULTIFAMILY PARTNERSHIP | Other Service Provider | $24,638 | — | $24,638 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $9,853 | $9,853 |
| THE WAGNER LAW GROUP | ERISA Attorney | $5,616 | — | $5,616 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY ROSSI & CO., LLP — Auditor
- THE WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,003,846
- Estimated Expense Ratio: 2.529% 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 | $3,100,597 | $748,283 | $1,530,634 | — | — |
| 2023 | $2,635,111 | $500,902 | $1,441,229 | — | — |
| 2022 | $3,552,018 | $563,492 | $1,659,649 | — | $311,204 |