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Original filing (PDF)20250919095035NAL0002347969001
WESTERN PENNSYLVANIA CONSERVANCY
Form 5500
FILING_RECEIVED
WESTERN PENNSYLVANIA CONSERVANCY GROUP MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~4209 bps in Sched C feesNo recordkeeper disclosed
Active participants
171
Accounts w/ balance
—
Plan assets (EOY)
$167K
Net assets (EOY)
-$197K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Univest Bank and Trust Co Health Benefit Trust, held in cash" is 100% of plan.
- 4209 bps in Schedule C fees — 2564% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN PENNSYLVANIA CONSERVANCY.
Plan sponsor
Name
WESTERN PENNSYLVANIA CONSERVANCY
EIN
25-1053485
Address
800 WATERFRONT DRIVE · PITTSBURGH, PA · 15222
Phone
(412) 288-2777
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
MAHER DUESSEL CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE DJB GROUP | 25-1708669 | — | BROKER | $65K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $33K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $11K | — |
| UPMC BENEFIT MANAGEMENT SERVICES | 25-1844144 | — | ADMIN | -$39K | — |
Investments
1 direct security· $17K(10% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Univest Bank and Trust Co Health Benefit Trust, held in cash | — | — | — | $17K | 10.3% |
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