# Western Pennsylvania Conservancy Health & Welfare Plan
Source: https://planprovider.pro/companies/western-pennsylvania-conservancy-251053485-505

> Western Pennsylvania Conservancy's Health & Welfare plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Pennsylvania Conservancy

- **Sponsor EIN:** 251053485

- **Sponsor Address:** 800 WATERFRONT DRIVE, PITTSBURGH, PA, 15222

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 171

- **Total Assets:** $167,268

## 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|171|$167,268|$1.9M|$406,156|

| 2023|173|$188,738|$1.8M|$225,037|

## 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|

| THE DJB GROUP|Investment Advisor|$65,056|—|$65,056|

| THE BENECON GROUP|Investment Advisor|$32,955|—|$32,955|

| CONNECTCARE3|Other Service Provider|$11,425|—|$11,425|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $109,436

- **Estimated Expense Ratio:** 65.426% 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|$552,846|—|$70,402|—|—|

| 2023|$580,741|—|$123,708|—|—|

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