# Steelworkers Pension Trust DB Plan
Source: https://planprovider.pro/companies/steelworkers-pension-trust-plan-499

> Steelworkers Pension Trust's DB plan: 43,601 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steelworkers Pension Trust

- **Sponsor EIN:** 236648508

- **Sponsor Address:** 60 BOULEVARD OF THE ALLIES STE 600, PITTSBURGH, PA, 152221239

- **Plan Type:** DB

- **Total Participants:** 43,601

- **Total Assets:** $7.2B

## 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|43,601|$7.2B|$295.9M|$0|

| 2023|46,104|$6.6B|$295.8M|$0|

| 2022|54,503|$5.9B|$262.3M|$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|

| BLACKSTONE TACTICAL OPP FUND IV LP|NONE|—|$8,692,819|$8,692,819|

| ZENITH AMERICAN SOLUTIONS|NONE|$2,980,545|—|$2,980,545|

| NORTHERN TRUST CO|NONE|$599,570|$2,082,212|$2,681,782|

| JPMORGANCHASE BANK, NA REAL ESTATE|NONE|$2,253,805|—|$2,253,805|

| PEREGRINE CAPITAL MANAGEMENT|NONE|$1,924,862|$294,020|$2,218,882|

| FRONTIER CAPITAL MANAGEMENT|NONE|$1,895,267|—|$1,895,267|

| EPOCH INVESTMENT PARTNERS|NONE|$1,852,613|—|$1,852,613|

| FRED ALGER MANAGEMENT|NONE|$1,593,609|$66,175|$1,659,784|

| GLOBEFLEX CAPITAL, LP|NONE|$1,366,546|$211,224|$1,577,770|

| WEDGE CAPITAL MANAGEMENT|NONE|$1,429,185|$109,744|$1,538,929|

| GOLDMASN SACHS ASSET MANAGEMENT LP|NONE|—|$1,347,829|$1,347,829|

| LOOMIS SAYLES GROUP|NONE|$1,339,251|—|$1,339,251|

| SIGULER GUFF ADVISORS|NONE|$1,252,331|—|$1,252,331|

| ASF IX|NONE|$1,183,683|—|$1,183,683|

| MFS INSTITUTIONAL ADVISORS INC|NONE|$1,145,086|—|$1,145,086|

| LSV INT'L VALUE EQUITY TRUST|NONE|$1,093,051|—|$1,093,051|

| ASB ALLEGIANCE REAL ESTATE FUND|NONE|$971,714|—|$971,714|

| CHARTWELL INVESTMENT PARTNERS|NONE|$946,460|$15,660|$962,120|

| SIERRA INVESTMENT PARTNERS|NONE|$674,115|$286,191|$960,306|

| WTC CTF OPPORTUNISTIC FIXED INCOME|NONE|$870,629|—|$870,629|

| OAKTREE OPPORTUNITIES FUND IX LP|NONE|—|$653,551|$653,551|

| JPMORGAN INVESTMENT MANAGEMENT INC|NONE|$648,416|—|$648,416|

| LANER MUCHIN|NONE|$596,718|—|$596,718|

| BLACKSTONE TACTICAL OPP FUND II|NONE|—|$432,570|$432,570|

| METROPOLITAN WEST ASSET MANAGEMENT|NONE|$365,075|—|$365,075|

| AG CORE REALTY FUND IV LP|NONE|$354,952|—|$354,952|

| CHEIRON|NONE|$228,018|—|$228,018|

| CONSULTING GROUP MORGAN STANLEY, SM|NONE|$225,000|—|$225,000|

| KREISCHER MILLER|NONE|$182,450|—|$182,450|

| DANIEL BOSH|EMPLOYEE|$155,023|—|$155,023|

| TUCKER ARENSBURG|NONE|$146,785|—|$146,785|

| DEBORAH CHORBA|EMPLOYEE|$128,723|—|$128,723|

| DENNIS POWELL|EMPLOYEE|$124,650|—|$124,650|

| MICHELLE BONHAM|EMPLOYEE|$124,650|—|$124,650|

| SCANTEK|NONE|$86,207|—|$86,207|

| BNY MELLON|NONE|$73,135|—|$73,135|

| HAYLEY HOLZWORTH|EMPLOYEE|$67,507|—|$67,507|

| HBKIT LLC VERTILOCITY|NONE|$64,224|—|$64,224|

| CYNTHIA MENDOZA|EMPLOYEE|$59,052|—|$59,052|

| PAUL ROGERS|EMPLOYEE|$59,052|—|$59,052|

| STANFORD WHITE|EMPLOYEE|$59,052|—|$59,052|

| WANDA MURPHY|EMPLOYEE|$31,291|—|$31,291|

| KRAMER WARNER ASSOCIATES|NONE|—|$26,688|$26,688|

| AUTOMATED DATA PROCESSING|NONE|$9,496|—|$9,496|

| JOSHUA JASHINSKI|EMPLOYEE|$5,166|—|$5,166|

### Verified Provider Profiles

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

- [JPMORGANCHASE BANK, NA REAL ESTATE](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [GOLDMASN SACHS ASSET MANAGEMENT LP](https://planprovider.pro/provider/goldman-sachs) — NONE

- [JPMORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CONSULTING GROUP MORGAN STANLEY, SM](https://planprovider.pro/provider/morgan-stanley) — NONE

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — NONE

- [TUCKER ARENSBURG](https://planprovider.pro/provider/tucker-arensberg-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,385,647

- **Estimated Expense Ratio:** 0.600% 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|$34,111,719|$23,591,058|$3,120,025|—|—|

| 2023|$34,259,206|$23,557,919|$3,016,591|—|—|

| 2022|$35,031,539|$23,985,380|$2,940,260|—|$889,149|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/steelworkers-pension-trust-plan-499)

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