# United Steelworkers Local 14614 Pension Trust Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/united-steelworkers-local-14614-pension-trust-board-of-trustees-plan

> United Steelworkers Local 14614 Pension Trust Board Of Trustees's DB plan: 396 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Steelworkers Local 14614 Pension Trust Board Of Trustees

- **Sponsor EIN:** 550549322

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503

- **Plan Type:** DB

- **Total Participants:** 396

- **Total Assets:** $43.8M

## 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|396|$43.8M|$3.1M|$0|

| 2023|338|$41.2M|$2.4M|$0|

| 2022|274|$39.3M|$1.5M|$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|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$133,246|—|$133,246|

| UMR|NONE|$39,958|—|$39,958|

| FRANK N HESTAND CPA PSC|NONE|$12,000|—|$12,000|

| OSBORNE CARRIERO & ASSOCIATES|NONE|$12,000|—|$12,000|

| GENESIS BENEFIT SOLUTIONS INC|NONE|$5,439|—|$5,439|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/frank-n-hestand-cpa-psc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $202,643

- **Estimated Expense Ratio:** 0.463% 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|$300,544|$133,246|$39,958|$12,000|—|

| 2023|$293,627|$135,287|$38,464|$12,381|—|

| 2022|$333,088|$177,431|$38,861|—|$32,118|

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