# United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie DB Plan
Source: https://planprovider.pro/companies/united-steelworkers-plan-001

> United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie's DB plan: 702 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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, 15222

- **Plan Type:** DB

- **Total Participants:** 702

- **Total Assets:** $788.7M

## 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|702|$788.7M|$14.5M|$0|

| 2023|700|$730.9M|$14.5M|$0|

| 2022|698|$687.4M|$18.8M|$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|

| NISA INVESTMENT ADVISORS, LLC|INVESTMENT MANAGER|$907,544|—|$907,544|

| EAGLE CAPITAL MANAGEMENT, LLC|INVESTMENT MANAGER|$634,849|—|$634,849|

| NORTHERN TRUST COMPANY|CUST, TRUSTEE, INV MGR|$191,884|$2,183|$194,067|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$122,238|—|$122,238|

| SCHNEIDER DOWNS & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EAGLE CAPITAL MANAGEMENT, LLC](https://planprovider.pro/provider/eagle-capital-management-llc) — INVESTMENT MANAGER

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,858,698

- **Estimated Expense Ratio:** 0.236% 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|$1,857,852|$1,714,159|—|—|—|

| 2023|$1,662,353|$1,501,386|—|—|—|

| 2022|$1,640,213|$1,499,192|—|—|$141,021|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-steelworkers-plan-001)

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