Plan Snapshot
- Plan Sponsor: Trustees Of Susquehanna Laborers Combined Pension Fund
- Sponsor EIN: 236429849
- Sponsor Address: 3031 B WALTON ROAD, PLYMOUTH MEETING, PA, 194622388
- Plan Type: DB
- Plan Number: 001
- Total Participants: 173
- Total Assets: $58.8M
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 | 173 | $58.8M | $1.7M | $0 |
| 2023 | 307 | $56.6M | $1.5M | $0 |
| 2022 | 294 | $54.8M | $1.6M | $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 |
|---|---|---|---|---|
| PFM ADVISORS | Other Service Provider | $148,888 | — | $148,888 |
| HEALTHCARE STRATEGIES INC | Other Service Provider | $81,977 | — | $81,977 |
| CONRAD SIEGAL ACTUARIES | Other Service Provider | $76,305 | — | $76,305 |
| DOMENIC A BELLISARIO | Other Service Provider | $16,817 | — | $16,817 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $323,987
- Estimated Expense Ratio: 0.551% 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 | $390,720 | $148,888 | $81,977 | $17,718 | — |
| 2023 | $302,649 | $101,079 | $78,064 | $20,877 | — |
| 2022 | $341,333 | $121,364 | $89,772 | — | $74,649 |