Plan Snapshot
- Plan Sponsor: Ibew Local 712 Pension Trust Fund
- Sponsor EIN: 251297810
- Sponsor Address: 5 HOT METAL STREET, SUITE 200, PITTSBURGH, PA, 152032352
- Plan Type: DB
- Total Participants: 461
- Total Assets: $106.1M
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 | 461 | $106.1M | $6.2M | $0 |
| 2023 | 668 | $99.3M | $5.6M | $0 |
| 2022 | 665 | $93.1M | $13.3M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY INVESTMENTS | NONE | $101,975 | — | $101,975 |
| CDS ADMINISTRATORS | NONE | $84,353 | — | $84,353 |
| GRAYSTONE CONSULTING | NONE | $76,443 | — | $76,443 |
| ACRISURE | NONE | $41,871 | — | $41,871 |
| MEYER, UNKOVIC & SCOTT LLP | NONE | $35,642 | — | $35,642 |
| PACKER THOMAS | NONE | $25,744 | — | $25,744 |
| VICTORY CAPITAL INTL COLLECT TR | NONE | $14,363 | — | $14,363 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEYER, UNKOVIC & SCOTT LLP — NONE
- PACKER THOMAS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $380,391
- Estimated Expense Ratio: 0.358% 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 | $470,116 | $192,780 | $84,353 | $25,744 | — |
| 2023 | $488,659 | $197,107 | $61,179 | $34,335 | — |
| 2022 | $526,819 | $203,906 | $86,063 | — | $151,716 |