# The Pnc Financial Services Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/the-pnc-financial-services-group-inc-251435979-509

> The Pnc Financial Services Group, INC.'s Health & Welfare plan: 52,499 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Pnc Financial Services Group, INC.

- **Sponsor EIN:** 251435979

- **Sponsor Address:** 249 FIFTH AVENUE, PITTSBURGH, PA, 15222

- **Plan Type:** Health & Welfare

- **Plan Number:** 509

- **Total Participants:** 52,499

- **Total Assets:** $3.3M

## 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|52,499|$3.3M|$14.9M|$2.5M|

| 2023|53,930|$1.4M|$12.2M|$2.7M|

| 2022|57,471|$1.5M|$12.5M|$2.7M|

## 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|

| LINCOLN LIFE ASSURANCE CO OF BOSTON|Recordkeeper|$2,296,745|—|$2,296,745|

| BAKER TILLY US, LLP|Auditor|$29,150|—|$29,150|

### Verified Provider Profiles

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

- [LINCOLN LIFE ASSURANCE CO OF BOSTON](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,325,895

- **Estimated Expense Ratio:** 70.137% 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|$2,325,895|—|$2,296,745|$27,050|—|

| 2023|$2,064,983|—|$2,035,858|$27,150|—|

| 2022|$1,935,459|—|$1,910,809|—|$24,650|

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