Plan Snapshot
- Plan Sponsor: Laborers Of Delaware Lcl Union 199 Board Of Trustees
- Sponsor EIN: 516024937
- Sponsor Address: 5 HOT METAL STREET, SUITE 200, PITTSBURGH, PA, 152032352
- Plan Type: DB
- Plan Number: 001
- Total Participants: 211
- Total Assets: $64.0M
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 | 211 | $64.0M | $2.9M | $0 |
| 2023 | 200 | $59.7M | $2.8M | $0 |
| 2022 | 169 | $52.6M | $2.1M | $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 |
|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES | Other Service Provider | $163,015 | — | $163,015 |
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $97,129 | — | $97,129 |
| WRIGHT INVESTORS | Other Service Provider | $72,510 | — | $72,510 |
| SEGAL COMPANY | Other Service Provider | $67,020 | — | $67,020 |
| MARKOWITZ & RICHMAN | Other Service Provider | $47,428 | — | $47,428 |
| YOUNG CONAWAY STARGATT & TAYLOR LLP | Other Service Provider | $41,587 | — | $41,587 |
| QUAN-VEST CONSULTANTS, INC. | Other Service Provider | $39,996 | — | $39,996 |
| PNC BANK | Other Service Provider | $36,854 | — | $36,854 |
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | $34,689 | — | $34,689 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $600,228
- Estimated Expense Ratio: 0.938% 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 | $666,841 | $272,379 | $97,129 | $34,689 | — |
| 2023 | $631,930 | $243,889 | $93,257 | $47,811 | — |
| 2022 | $599,993 | $239,017 | $90,576 | — | $205,136 |