Plan Snapshot
- Plan Sponsor: West Penn Allegheny Health System
- Sponsor EIN: 250969492
- Sponsor Address: 120 FIFTH AVENUE PLACE, PITTSBURGH, PA, 15222
- Plan Type: 403(b)
- Total Participants: 6,976
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,976 | $1.2B | $1.5M | $7.5M |
| 2023 | 7,174 | $1.2B | $1.4M | $7.2M |
| 2022 | 6,182 | $950.9M | $1.4M | $7.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $511,081 | — | — | — | — |
| 2023 | $465,517 | — | — | — | — |
| 2022 | $421,861 | $18,960 | $269,679 | — | $17,150 |