# Trustees Of Iue- Cwa Afl-Cio Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-iue-cwa-afl-cio-pension-fund-plan

> Trustees Of Iue- Cwa Afl-Cio Pension Fund's DB plan: 357 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [PRUDENTIAL INSURANCE CO](https://planprovider.pro/provider/empower) — 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|

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