Plan Snapshot
- Plan Sponsor: Pennsylvania Heavy And Highway Contractors Bargaining Assoc.
- Sponsor EIN: 256295794
- Sponsor Address: 603 STANWIX STREET SUITE 1500, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 538
- Total Assets: $39.6M
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 | 538 | $39.6M | $9.0M | $1.2M |
| 2023 | 570 | $40.0M | $9.8M | $1.1M |
| 2022 | 583 | $39.1M | $9.3M | $1.2M |
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 |
|---|---|---|---|---|
| HIGHMARK | Other Service Provider | $287,607 | — | $287,607 |
| ZENITH AMERICAN SOLUTIONS INC. | Other Service Provider | $143,120 | — | $143,120 |
| COHEN WEISS AND SIMON LLP | Other Service Provider | $112,594 | — | $112,594 |
| CONRAD SIEGEL CO | Other Service Provider | $109,909 | — | $109,909 |
| AMERISERVE | Other Service Provider | $65,771 | — | $65,771 |
| UNITED CONCORDIA | Other Service Provider | $25,735 | — | $25,735 |
| CYPHER & CYPHER | Other Service Provider | $11,965 | — | $11,965 |
| PRIME THERAPEUTICS LLC | Other Service Provider | — | $11,455 | $11,455 |
| KOSMERL & COMPANY P.C. | Other Service Provider | $8,379 | — | $8,379 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $776,535
- Estimated Expense Ratio: 1.960% 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 | $1,287,403 | — | $143,120 | $20,344 | — |
| 2023 | $1,233,918 | — | $141,120 | $37,613 | — |
| 2022 | $1,195,547 | $68,947 | $141,560 | — | $225,355 |