Plan Snapshot
- Plan Sponsor: Laborers District Council Of W PA Pension Fund Board Of Trustees
- Sponsor EIN: 256135576
- Sponsor Address: 12 EIGHTH STREET, SUITE 500, PITTSBURGH, PA, 15222
- Plan Type: DB
- Total Participants: 6,572
- Total Assets: $947.5M
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 | 6,572 | $947.5M | $77.4M | $0 |
| 2023 | 6,882 | $883.3M | $76.4M | $0 |
| 2022 | 7,100 | $805.7M | $77.9M | $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 |
|---|---|---|---|---|
| LABORERS COMBINED FUNDS | Other Service Provider | $2,268,571 | — | $2,268,571 |
| SILCHESTER INTERN'L INVESTORS LLP | Other Service Provider | $534,438 | — | $534,438 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $284,819 | — | $284,819 |
| BNYMELLON | Other Service Provider | $192,610 | — | $192,610 |
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | $178,000 | — | $178,000 |
| PRUDENTIAL REAL ESTATE INVESTORS | Recordkeeper | $158,519 | — | $158,519 |
| ACRISURE, LLC | Other Service Provider | $156,000 | — | $156,000 |
| RHUMBLINE ADVISORS LIMITED | Other Service Provider | $142,909 | — | $142,909 |
| ARES SPECIAL OPPORTUNITIES FUND | Other Service Provider | $141,958 | — | $141,958 |
| BOYD WATTERSON | Other Service Provider | $121,857 | — | $121,857 |
| CHARTWELL INVESTMENT PARTNERS INC | Other Service Provider | $92,739 | — | $92,739 |
| ACRISURE, LLC (BECKERMAN & CO) | Other Service Provider | $90,567 | — | $90,567 |
| BLACKSTONE TACTICAL OPP FUND IV LP | Other Service Provider | $88,309 | — | $88,309 |
| GOEHRING RUTTER & BOEHM | Other Service Provider | $81,816 | — | $81,816 |
| US REAL ESTATE INVESTMENT FUND LLC | Other Service Provider | $59,435 | — | $59,435 |
| PNC ADVISORS | Other Service Provider | $44,686 | — | $44,686 |
| HOWARD GROSSINGER | Other Service Provider | $43,599 | — | $43,599 |
| ULLICO INVESTMENT COMPANY | Recordkeeper | $43,403 | — | $43,403 |
| VICTORY CAPITAL | Investment Advisor | $39,770 | — | $39,770 |
| WODARCZYK & ASSOCIATES, LLC | Other Service Provider | $33,867 | — | $33,867 |
| CALAMOS ADVISORS LLC | Other Service Provider | $30,808 | — | $30,808 |
| ARDIAN SEC IX LP | Other Service Provider | $28,942 | — | $28,942 |
| SISTERSON & COMPANY LLP | Auditor | $28,730 | — | $28,730 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $28,068 | — | $28,068 |
| NCCMP | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
- PRUDENTIAL REAL ESTATE INVESTORS — Recordkeeper
- ULLICO INVESTMENT COMPANY — Recordkeeper
- VICTORY CAPITAL — Investment Advisor
- SISTERSON & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,920,420
- Estimated Expense Ratio: 0.519% 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 | $5,557,624 | $1,990,592 | — | $33,173 | — |
| 2023 | $4,967,172 | $2,211,463 | — | $31,032 | — |
| 2022 | $5,719,248 | $2,140,937 | — | — | $605,879 |