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Original filing (PDF)20251015142520NAL0004824561001
BOARD OF TRUSTEES OPCMIA LOCAL 526 ANNUITY PLAN
Form 5500
FILING_RECEIVED
OPCMIA LOCAL 526 ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
502
Accounts w/ balance
825
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
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 "T. ROWE PRICE STABLE VALUE COMMON TRUST FUND" is 100% of plan.
- 62 bps in Schedule C fees — 114% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OPCMIA LOCAL 526 ANNUITY PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OPCMIA LOCAL 526 ANNUITY PLAN
EIN
25-6130880
Address
1900 ANDREW ST · MUNHALL, PA · 151202554
Phone
(412) 464-2851
Industry
Constructionsee all
Plan administrator
Name
OP & CMIA COMBINED FUNDS OF WESTERN PA
EIN
86-1175988
City
MUNHALL, PA
Phone
(412) 464-2851
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
DICLAUDIO & KRAMER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $54K | — |
| DICLAUDIO & KRAMER, LLC | 27-0889793 | — | NONE | $12K | — |
| STEPHEN J. O'BRIEN & ASSOCIATES, LL | 81-5178933 | — | NONE | $7K | — |
Investments
1 pooled fund· $288K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE STABLE VAL COM TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $251K | $288K | 2.4% |