Plan Snapshot
- Plan Sponsor: West Virginia Laborers Pension Trust Fund
- Sponsor EIN: 556026775
- Sponsor Address: ONE UNION SQUARE, SUITE 200, CHARLESTON, WV, 253020141
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,157
- Total Assets: $570.0M
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 | 2,157 | $570.0M | $18.4M | $0 |
| 2023 | 2,390 | $555.6M | $22.1M | $0 |
| 2022 | 1,965 | $501.7M | $17.8M | $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 |
|---|---|---|---|---|
| SEIZERT CAPITAL PARTNERS | Investment Advisor | $293,664 | — | $293,664 |
| AMERICAN REALTY ADVISORS | Investment Advisor | $282,646 | — | $282,646 |
| MARSH & MCLENNAN COMPANIES, INC. | Insurance Carrier | $246,324 | — | $246,324 |
| INTERCONTINENTAL REAL ESTATE CORP | Investment Advisor | $208,759 | — | $208,759 |
| UNITED BANK | Custodian / Trustee | $143,772 | — | $143,772 |
| SEGAL, BRYANT & HAMMILL | Investment Advisor | $121,514 | — | $121,514 |
| ADAMS STREET | Investment Advisor | $120,223 | — | $120,223 |
| CS MCKEE & CO. | Investment Advisor | $106,785 | — | $106,785 |
| CHARTWELL INVESTMENTS | Investment Advisor | $99,725 | — | $99,725 |
| SIERRA INVESTMENT PARTNERS | Investment Advisor | $84,115 | — | $84,115 |
| STEEL OAKS INVESTMENT | Investment Advisor | $79,336 | — | $79,336 |
| STANDARD VALUATIONS | Other Service Provider | $66,250 | — | $66,250 |
| J.P. MORGAN PEG GLOBAL FUNDS | Investment Advisor | $56,255 | — | $56,255 |
| HORTON GROUP | Actuary | $56,250 | — | $56,250 |
| INVESCO NATIONAL | Investment Advisor | $42,542 | — | $42,542 |
| MEYER, UNKOVICH, SCOTT, LLP | ERISA Attorney | $37,793 | — | $37,793 |
| GRAY GRIFFITH AND MAYS AC | Other Service Provider | $30,750 | — | $30,750 |
| WILLIAMS LAW OFFICE | ERISA Attorney | $24,000 | — | $24,000 |
| BOYD WATTERSON | Investment Advisor | $23,921 | — | $23,921 |
| ULLICO INVESTMENT ADVISORS | Investment Advisor | $11,420 | — | $11,420 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEYER, UNKOVICH, SCOTT, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,136,044
- Estimated Expense Ratio: 0.375% 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 | $3,335,965 | $1,674,677 | — | — | — |
| 2023 | $3,052,165 | $1,524,468 | — | — | — |
| 2022 | $3,107,058 | $1,603,062 | — | — | — |