Plan Snapshot
- Plan Sponsor: Bd Of Tees Heating, Piping & Refrigeration Pension Fund
- Sponsor EIN: 521058013
- Sponsor Address: 8700 ASHWOOD DRIVE, CAPITOL HEIGHTS, MD, 20743
- Plan Type: DB
- Total Participants: 4,817
- Total Assets: $1.2B
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 | 4,817 | $1.2B | $0 | $0 |
| 2023 | 4,128 | $1.1B | $0 | $0 |
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 |
|---|---|---|---|---|
| SARFINO AND RHOADES, LLP | Auditor | $56,698 | — | $56,698 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,698
- Estimated Expense Ratio: 0.005% 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 | $7,306,009 | $6,196,575 | $305,528 | $56,698 | — |
| 2023 | $7,654,163 | $6,814,218 | $260,546 | — | $270,223 |