# Western Pennsylvania Electrical Employees Insurance Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/western-pennsylvania-electrical-employees-insurance-trust-fund-256032106-501

> Western Pennsylvania Electrical Employees Insurance Trust Fund's 401(k) plan: 3,043 participants, plan year 2025 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2025.

## 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|

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