Plan Snapshot
- Plan Sponsor: Western Pennsylvania Electrical Employees Insurance Trust Fund
- Sponsor EIN: 256032106
- Sponsor Address: 5 HOT METAL STREET, PITTSBURGH, PA, 152032357
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,043
- Total Assets: $126.3M
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. |
|---|---|---|---|---|
| 2025 | 3,043 | $126.3M | $0 | $0 |
| 2024 | 2,845 | $122.0M | $64.8M | $734,097 |
| 2023 | 2,747 | $116.0M | $56.2M | $773,441 |
| 2022 | 2,660 | $111.7M | $50.3M | $925,889 |
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 |
|---|---|---|---|---|
| CDS ADMINISTRATORS, INC. | Other Service Provider | $1,818,992 | — | $1,818,992 |
| MERITAIN HEALTH | Other Service Provider | $1,034,666 | — | $1,034,666 |
| QUANTATIVE MANAGEMENT ASSOCIATES | Other Service Provider | $144,906 | — | $144,906 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $117,493 | — | $117,493 |
| LOGAN, METTLEY & NEWCOMER, PLC | Other Service Provider | $54,072 | — | $54,072 |
| ZAKIPOINT HEALTH, INC. | Other Service Provider | $48,389 | — | $48,389 |
| UPMC LIFE SOLUTIONS | Other Service Provider | $47,242 | — | $47,242 |
| CALIBRE CPA GROUP PLLC | Other Service Provider | $46,910 | — | $46,910 |
| MARINER INSTITUTIONAL LLC | Other Service Provider | $45,500 | — | $45,500 |
| MANNING & NAPIER ADVISORS, INC. | Other Service Provider | $39,984 | — | $39,984 |
| EXETER TRUST COMPANY | Other Service Provider | $23,604 | — | $23,604 |
| PNC ADVISORS | Other Service Provider | $8,548 | — | $8,548 |
| ACRISURE | Other Service Provider | $6,000 | — | $6,000 |
| MARCO CONSULTING GROUP | Other Service Provider | $5,850 | — | $5,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,442,156
- Estimated Expense Ratio: 2.726% 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 |
|---|---|---|---|---|---|
| 2025 | $79,690,224 | $394,877 | $1,818,992 | $41,360 | — |
| 2024 | $2,482,122 | $408,355 | $1,838,823 | $39,000 | — |
| 2023 | $2,587,342 | $392,327 | $1,969,286 | $40,330 | — |
| 2022 | $2,594,732 | $400,704 | $1,934,607 | — | $144,801 |