Plan Snapshot
- Plan Sponsor: Pennsylvania Heavy & Highway Contractor'S Bargaining Associatio
- Sponsor EIN: 236531755
- Sponsor Address: 603 STANWIX STREET SUITE 1500, PITTSBURGH, PA, 15222
- Plan Type: DB
- Total Participants: 638
- Total Assets: $208.3M
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 | 638 | $208.3M | $7.2M | $0 |
| 2023 | 658 | $198.7M | $12.9M | $0 |
| 2022 | 727 | $187.0M | $6.4M | $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 |
|---|---|---|---|---|
| SEI INVESTMENTS | NONE | $726,881 | — | $726,881 |
| COHEN WEISS AND SIMON LLP | NONE | $189,338 | — | $189,338 |
| ZENITH AMERICAN SOLUTIONS INC. | NONE | $125,580 | — | $125,580 |
| AMERISERVE | NONE | $59,233 | — | $59,233 |
| CONRAD SIEGEL CO | NONE | $31,425 | — | $31,425 |
| KOSMERL & COMPANY, P.C. | NONE | $12,832 | — | $12,832 |
| CYPHER & CYPHER | NONE | $10,319 | — | $10,319 |
| VOGEL LAW GROUP | NONE | $5,445 | — | $5,445 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,161,053
- Estimated Expense Ratio: 0.557% 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 | $1,370,674 | $726,882 | $125,580 | $23,151 | — |
| 2023 | $1,544,267 | $744,202 | $125,580 | $36,519 | — |
| 2022 | $1,540,890 | $873,907 | $125,580 | — | $361,973 |