Plan Snapshot
- Plan Sponsor: Trustees Of Iue- Cwa Afl-Cio Pension Fund
- Sponsor EIN: 226250252
- Sponsor Address: 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 10604
- Plan Type: DB
- Total Participants: 357
- Total Assets: $474.8M
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 | 357 | $474.8M | $1.7M | $0 |
| 2023 | 532 | $479.9M | $2.0M | $0 |
| 2022 | 676 | $218.7M | $2.5M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | NONE | $809,115 | — | $809,115 |
| SCHULTE ROTH & ZABEL LLP | NONE | $367,323 | — | $367,323 |
| INVESCO ADVISERS INC | NONE | $224,452 | — | $224,452 |
| SEGAL & COMPANY | NONE | $145,175 | — | $145,175 |
| COHEN,WEISS & SIMON, LLP | NONE | $138,856 | — | $138,856 |
| GW&K INVESTMENT MANAGEMENT | NONE | $132,619 | — | $132,619 |
| SEGAL MACRO ADVISOR | NONE | $131,024 | — | $131,024 |
| THE NORTHERN TRUST COMPANY | NONE | $129,790 | — | $129,790 |
| NOVAK FRANCELLA, LLC | NONE | $54,000 | — | $54,000 |
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | NONE | $37,969 | — | $37,969 |
| COOKE & BIELER | NONE | $24,943 | — | $24,943 |
| REGIONS BANK | NONE | $21,525 | — | $21,525 |
| PRUDENTIAL INSURANCE CO | NONE | $15,134 | — | $15,134 |
| COUNSEL ADVISORS, INC. | NONE | $10,553 | — | $10,553 |
| JAMS, INC. | NONE | $9,200 | — | $9,200 |
| MELLON INVESTMENTS CORPORATION | NONE | $5,345 | — | $5,345 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTE ROTH & ZABEL LLP — NONE
- NOVAK FRANCELLA, LLC — NONE
- PRUDENTIAL INSURANCE CO — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,257,023
- Estimated Expense Ratio: 0.475% 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 | $5,487,682 | $533,517 | $809,115 | $54,000 | — |
| 2023 | $3,330,743 | $304,125 | $792,000 | $58,594 | — |
| 2022 | $2,839,915 | $368,690 | $774,000 | — | $744,365 |