Plan Snapshot
- Plan Sponsor: United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie
- Sponsor EIN: 250818080
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 152221214
- Plan Type: Health & Welfare
- Plan Number: 511
- Total Participants: 6,304
- Total Assets: $9.7M
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 | 6,304 | $9.7M | $0 | $4 |
| 2023 | 7,734 | $12.1M | $0 | $2 |
| 2022 | 21,672 | $33.0M | $0 | $22,762 |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | Auditor | $25,650 | — | $25,650 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $16,320 | — | $16,320 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,970
- Estimated Expense Ratio: 0.432% 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 | $158,077 | — | — | $25,650 | — |
| 2023 | $1,162,198 | — | — | $22,071 | — |
| 2022 | — | — | — | — | — |