# West Virginia Laborers Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/west-virginia-laborers-pension-trust-fund-556026775-001

> West Virginia Laborers Pension Trust Fund's DB plan: 2,157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/meyer-unkovic-and-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|—|—|—|

## Similar Plans

- [West Virginia Laborers](https://planprovider.pro/companies/west-virginia-laborers-550772123-001) — 4,083 participants

- [West Virginia Laborers' Trust Fund](https://planprovider.pro/companies/west-virginia-laborers-trust-fund-550451207-501) — 1,797 participants

- [Energy Services Of America Corporation, INC.](https://planprovider.pro/companies/energy-services-of-america-corporation-inc-401k-plan) — 579 participants

- [Rdr Utility Services Group](https://planprovider.pro/companies/rdr-utility-services-group-401k-plan) — 309 participants

- [Ivs Group, INC. & Affiliates](https://planprovider.pro/companies/ivs-group-inc-affiliates-550614475-003) — 95 participants

- [Brewer & Company Of West Virginia, INC.](https://planprovider.pro/companies/brewer-company-of-west-virginia-inc-550334215-002) — 51 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/west-virginia-laborers-pension-trust-fund-556026775-001)

© 2026 PlanProvider.Pro