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: 531
- Total Participants: 0
- Total Assets: $261.0M
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 | 0 | $261.0M | $20.2M | $2.2M |
| 2023 | 0 | $258.7M | $20.2M | $2.3M |
| 2022 | 0 | $242.6M | $20.1M | $2.4M |
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 |
|---|---|---|---|---|
| EXTEND HEALTH, INC | Other Service Provider | $474,161 | — | $474,161 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $365,989 | — | $365,989 |
| HIGHMARK | Other Service Provider | $338,309 | — | $338,309 |
| BLACKROCK | Other Service Provider | $231,335 | — | $231,335 |
| BAKER TILLY US, LLP | Auditor | $45,000 | — | $45,000 |
| AETNA | Other Service Provider | $35,814 | — | $35,814 |
| CAREMARK | Other Service Provider | $11,786 | — | $11,786 |
| CAMBRIDGE | Other Service Provider | $8,750 | — | $8,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- 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: $1,511,144
- Estimated Expense Ratio: 0.579% 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 | $1,512,124 | $240,085 | $1,227,038 | $41,650 | — |
| 2023 | $1,663,829 | $231,411 | $1,300,118 | $41,750 | — |
| 2022 | $1,479,905 | $149,214 | $930,962 | — | $422,082 |