# Bd Of Tees Heating, Piping & Refrigeration Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-tees-heating-piping-refrigeration-pension-fund-plan

> Bd Of Tees Heating, Piping & Refrigeration Pension Fund's DB plan: 4,817 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) Plan](https://planprovider.pro/companies/plumbers-and-steamfitters-local-486-severance-and-annuity-401-k-plan-plan) — 4,352 participants

- [Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan](https://planprovider.pro/companies/board-of-trustees-steamfitters-local-602-retirement-savings-plan-plan) — 5,806 participants

- [Plumbers And Gasfitters Local 5 Retirement Savings Fund](https://planprovider.pro/companies/plumbers-and-gasfitters-local-5-retirement-savings-fund-plan) — 2,103 participants

- [Plumbers And Steamfitters 486 Pension Fund Board Of Trustees](https://planprovider.pro/companies/plumbers-and-steamfitters-486-pension-fund-board-of-trustees-plan) — 1,622 participants

- [W.E. Bowers And Associates, INC.](https://planprovider.pro/companies/w-e-bowers-and-associates-inc-401k-plan) — 904 participants

- [Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun](https://planprovider.pro/companies/jt-bd-of-trustees-of-national-aut-sprinkler-metal-trades-pension-fun-plan) — 811 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-tees-heating-piping-refrigeration-pension-fund-plan)

© 2026 PlanProvider.Pro