# Steelworkers Health And Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/steelworkers-health-and-welfare-fund-231317409-501

> Steelworkers Health And Welfare Fund's 401(k) plan: 51,221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steelworkers Health And Welfare Fund

- **Sponsor EIN:** 231317409

- **Sponsor Address:** 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA, 15222

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 51,221

- **Total Assets:** $110.2M

## 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|51,221|$110.2M|$901.0M|$2.6M|

| 2023|50,358|$105.8M|$879.3M|$2.6M|

| 2022|48,737|$64.7M|$816.7M|$4.1M|

| 2020|47,136|$67.1M|$795.5M|$3.9M|

| 2019|50,662|$58.5M|$811.0M|$4.0M|

## 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|

| ANTHEM BLUE CROSS LIFE AND HEALTH I|Other Service Provider|$7,826,837|—|$7,826,837|

| HIGHMARK|Other Service Provider|$5,593,552|—|$5,593,552|

| CENTRAL DATA SERVICES, INC|Other Service Provider|$1,602,262|—|$1,602,262|

| UNITED CONCORDIA COMPANIES, INC.|Other Service Provider|$461,538|—|$461,538|

| DIANE PICKLE|Other Service Provider|$141,236|—|$141,236|

| WITHUM|Auditor|$110,018|—|$110,018|

| MARGARET BIBB|Other Service Provider|$88,163|—|$88,163|

| MORIAH JAMROM|Other Service Provider|$88,163|—|$88,163|

| CONSOLIDATED GRAPHIC COMMUNICATIONS|Other Service Provider|$78,480|—|$78,480|

| GALLAGHER FIDUCIARY ADVISORS LLC|Investment Advisor|$72,500|—|$72,500|

| INNOVEST PORTFOLIO SOLUTIONS|Other Service Provider|$72,460|—|$72,460|

| DAVIS VISION|Other Service Provider|$61,994|—|$61,994|

| RICHMOND CAPITAL MANAGEMENT|Other Service Provider|$52,701|—|$52,701|

| BREDHOFF & KAISER|ERISA Attorney|$36,509|—|$36,509|

| AMERISERV TRUST|Other Service Provider|$29,432|—|$29,432|

| AMERICAN PRODUCTS, INC.|Other Service Provider|$19,178|—|$19,178|

| DOCUSIGN|Other Service Provider|$6,359|—|$6,359|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUM](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [BREDHOFF & KAISER](https://planprovider.pro/provider/bredhoff-and-kaiser) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,341,382

- **Estimated Expense Ratio:** 14.833% 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|$16,836,186|$135,684|$15,428,431|$110,018|—|

| 2023|$16,167,116|$47,083|$14,941,947|$58,968|—|

| 2022|$2,666,346|$139,573|$1,375,976|—|$178,803|

| 2020|$2,379,310|$56,502|$1,316,158|$69,864|—|

| 2019|$2,630,568|$52,325|$1,400,105|$55,682|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/steelworkers-health-and-welfare-fund-231317409-501)

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