# W PA Teamsters & Employers Pension DB Plan
Source: https://planprovider.pro/companies/w-pa-teamsters-employers-pension-plan

> W PA Teamsters & Employers Pension's DB plan: 3,616 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$615,011|—|$615,011|

| GRIDIRON PARTNERS LLC|NONE|$438,748|—|$438,748|

| FOUNDRY PARTNERS LLC|NONE|$349,164|—|$349,164|

| COMMONWEALTH INVESTMENT MANAGEMENT|NONE|$333,970|—|$333,970|

| TWIN CAPITAL MANAGEMENT INC.|NONE|$328,992|—|$328,992|

| FOSTER & FOSTER INC.|NONE|$229,408|—|$229,408|

| NEW ENGLAND PENSION CONSULTANTS INC|NONE|$212,824|—|$212,824|

| C.S. MCKEE, LP|NONE|$202,346|—|$202,346|

| HUDSON EDGE INVESTMENT PARTNERS INC|NONE|$184,995|—|$184,995|

| GROOM LAW GROUP|NONE|$166,173|—|$166,173|

| BNY MELLON WEALTH MANAGEMENT|NONE|$160,431|—|$160,431|

| VINCENT SZELIGO|EMPLOYEE|$145,308|—|$145,308|

| VICTORY CAPITAL MANAGEMENT INC.|NONE|$130,939|—|$130,939|

| GROSSMAN YANAK & FORD LLP|NONE|$130,697|—|$130,697|

| INSIGHT NORTH AMERICA LLC|NONE|$120,246|—|$120,246|

| MEYER UNKOVIC & SCOTT LLP|NONE|$118,439|—|$118,439|

| NOVARA TESIJA CATENACCI MCDONALD|NONE|$111,281|—|$111,281|

| GERALDINE TALERICO|EMPLOYEE|$102,545|—|$102,545|

| BNY MELLON, N.A.|NONE|$93,603|—|$93,603|

| PARAMETRIC PORTFOLIO ASSOCIATES LLC|NONE|$86,507|—|$86,507|

| ACRISURE MID-ATL. PART. INS. SERV.|NONE|$80,000|—|$80,000|

| ALLEN BATES ASSOCIATES, INC.|NONE|$75,716|—|$75,716|

| LAURA M. MOMICH|EMPLOYEE|$69,998|—|$69,998|

| MATTHEW KOMOROSKI|EMPLOYEE|$65,206|—|$65,206|

| ALBANESE SINCHAR SMITH & CO.|NONE|$59,991|—|$59,991|

| CHRISTINE CARVAJAL|EMPLOYEE|$54,365|—|$54,365|

| JENNIFER MCCOY|EMPLOYEE|$45,894|—|$45,894|

| ROSANNE DUHIG|EMPLOYEE|$39,556|—|$39,556|

| COMPUCOM INC.|NONE|$33,338|—|$33,338|

| THE NET EFFECT INC.|NONE|$23,183|—|$23,183|

| TRACY HUSAK|EMPLOYEE|$19,200|—|$19,200|

| NOVAK FRANCELLA LLC|NONE|$10,435|—|$10,435|

| BUILDINGSTARS OPERATIONS INC.|NONE|$6,356|—|$6,356|

### Verified Provider Profiles

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

- [GROOM LAW GROUP](https://planprovider.pro/provider/groom-law-group) — NONE

- [VICTORY CAPITAL MANAGEMENT INC.](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

- [GROSSMAN YANAK & FORD LLP](https://planprovider.pro/provider/grossman-yanak-and-ford-llp) — NONE

- [ALBANESE SINCHAR SMITH & CO.](https://planprovider.pro/provider/albanese-sinchar-smith-and-co) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

## 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|

## Similar Plans

- [United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie](https://planprovider.pro/companies/united-steelworkers-plan-001) — 702 participants

- [Teamsters' Construction Industry](https://planprovider.pro/companies/teamsters-construction-industry-plan) — 603 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/w-pa-teamsters-employers-pension-plan)

© 2026 PlanProvider.Pro