Plan Snapshot
- Plan Sponsor: W PA Teamsters & Employers Pension
- Sponsor EIN: 256029946
- Sponsor Address: 900 PARISH STREET, SUITE 101, PITTSBURGH, PA, 152203425
- Plan Type: DB
- Total Participants: 3,616
- Total Assets: $1.6B
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 | 3,616 | $1.6B | $71.1M | $0 |
| 2023 | 3,456 | $1.6B | $71.7M | $0 |
| 2022 | 3,638 | $1.3B | $82.2M | $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 |
|---|---|---|---|---|
| LOOMIS SAYLES & COMPANY, LP | Other Service Provider | $615,011 | — | $615,011 |
| GRIDIRON PARTNERS LLC | Other Service Provider | $438,748 | — | $438,748 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $349,164 | — | $349,164 |
| COMMONWEALTH INVESTMENT MANAGEMENT | Other Service Provider | $333,970 | — | $333,970 |
| TWIN CAPITAL MANAGEMENT INC. | Other Service Provider | $328,992 | — | $328,992 |
| FOSTER & FOSTER INC. | Other Service Provider | $229,408 | — | $229,408 |
| NEW ENGLAND PENSION CONSULTANTS INC | Other Service Provider | $212,824 | — | $212,824 |
| C.S. MCKEE, LP | Other Service Provider | $202,346 | — | $202,346 |
| HUDSON EDGE INVESTMENT PARTNERS INC | Other Service Provider | $184,995 | — | $184,995 |
| GROOM LAW GROUP | ERISA Attorney | $166,173 | — | $166,173 |
| BNY MELLON WEALTH MANAGEMENT | Other Service Provider | $160,431 | — | $160,431 |
| VINCENT SZELIGO | Other Service Provider | $145,308 | — | $145,308 |
| VICTORY CAPITAL MANAGEMENT INC. | Investment Advisor | $130,939 | — | $130,939 |
| GROSSMAN YANAK & FORD LLP | Auditor | $130,697 | — | $130,697 |
| INSIGHT NORTH AMERICA LLC | Other Service Provider | $120,246 | — | $120,246 |
| MEYER UNKOVIC & SCOTT LLP | Other Service Provider | $118,439 | — | $118,439 |
| NOVARA TESIJA CATENACCI MCDONALD | Other Service Provider | $111,281 | — | $111,281 |
| GERALDINE TALERICO | Other Service Provider | $102,545 | — | $102,545 |
| BNY MELLON, N.A. | Other Service Provider | $93,603 | — | $93,603 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $86,507 | — | $86,507 |
| ACRISURE MID-ATL. PART. INS. SERV. | Other Service Provider | $80,000 | — | $80,000 |
| ALLEN BATES ASSOCIATES, INC. | Other Service Provider | $75,716 | — | $75,716 |
| LAURA M. MOMICH | Other Service Provider | $69,998 | — | $69,998 |
| MATTHEW KOMOROSKI | Other Service Provider | $65,206 | — | $65,206 |
| ALBANESE SINCHAR SMITH & CO. | Auditor | $59,991 | — | $59,991 |
| CHRISTINE CARVAJAL | Other Service Provider | $54,365 | — | $54,365 |
| JENNIFER MCCOY | Other Service Provider | $45,894 | — | $45,894 |
| ROSANNE DUHIG | Other Service Provider | $39,556 | — | $39,556 |
| COMPUCOM INC. | Other Service Provider | $33,338 | — | $33,338 |
| THE NET EFFECT INC. | Other Service Provider | $23,183 | — | $23,183 |
| TRACY HUSAK | Other Service Provider | $19,200 | — | $19,200 |
| NOVAK FRANCELLA LLC | Auditor | $10,435 | — | $10,435 |
| BUILDINGSTARS OPERATIONS INC. | Other Service Provider | $6,356 | — | $6,356 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROOM LAW GROUP — ERISA Attorney
- VICTORY CAPITAL MANAGEMENT INC. — Investment Advisor
- GROSSMAN YANAK & FORD LLP — Auditor
- ALBANESE SINCHAR SMITH & CO. — Auditor
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,844,865
- Estimated Expense Ratio: 0.301% 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 | $9,635,084 | $6,130,955 | — | $119,597 | — |
| 2023 | $8,188,663 | $5,182,390 | — | $116,598 | — |
| 2022 | $8,077,847 | $4,883,850 | — | — | $771,025 |