Plan Snapshot
- Plan Sponsor: Laborers Annuity Fund Local #199 Board Of Trustees
- Sponsor EIN: 516168953
- Sponsor Address: 5 HOT METAL STREET, SUITE 200, PITTSBURGH, PA, 152032352
- Plan Type: DC
- Plan Number: 002
- Total Participants: 545
- Total Assets: $8.5M
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 | 545 | $8.5M | $1.1M | $0 |
| 2023 | 682 | $7.9M | $1.0M | $0 |
| 2022 | 646 | $7.0M | $1.0M | $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 |
|---|---|---|---|---|
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $71,221 | — | $71,221 |
| STACEY BRAUN ASSOC. | Other Service Provider | $24,675 | — | $24,675 |
| MARKOWITZ & RICHMAN | Other Service Provider | $18,971 | — | $18,971 |
| BELFINT, LYONS & SHUMAN | Auditor | $16,475 | — | $16,475 |
| PNC BANK | Other Service Provider | $8,848 | — | $8,848 |
| QUAN-VEST CONSULTANTS, INC. | Other Service Provider | $6,000 | — | $6,000 |
| YOUNG CONAWAY STARGATT & TAYLOR LLP | Other Service Provider | $5,941 | — | $5,941 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,131
- Estimated Expense Ratio: 1.796% 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 | $168,831 | $33,523 | $71,221 | $16,475 | — |
| 2023 | $174,703 | $32,000 | $68,369 | $21,724 | — |
| 2022 | $163,068 | $30,028 | $66,416 | — | $49,309 |