# Trustees Of Susquehanna Laborers Combined Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-susquehanna-laborers-combined-pension-fund-236429849-001

> Trustees Of Susquehanna Laborers Combined Pension Fund's DB plan: 173 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 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|

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