Plan Snapshot
- Plan Sponsor: Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund
- Sponsor EIN: 516015925
- Sponsor Address: 2 GATEWAY CENTER 603 STANWIX ST STE, PITTSBURGH, PA, 15222
- Plan Type: DB
- Total Participants: 481
- Total Assets: $183.9M
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 | 481 | $183.9M | $14.4M | $0 |
| 2023 | 491 | $171.1M | $13.9M | $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 |
|---|---|---|---|---|
| J P MORGAN CHASE | NONE | $249,721 | — | $249,721 |
| ZENITH AMERICAN SOLUTIONS | NONE | $90,451 | — | $90,451 |
| ULLICO SEPARATE ACCOUNT J PNC | NONE | $88,089 | — | $88,089 |
| FOUNDRY PARTNERS LLC | NONE | $86,611 | — | $86,611 |
| YOUNG CONAWAY STARGATT TAYLOR | NONE | $77,589 | — | $77,589 |
| EAGLE PNC | NONE | $61,119 | — | $61,119 |
| BOSTON MID CAP PNC | NONE | $60,458 | — | $60,458 |
| SAGE ADVISORY SERVICES LTD | NONE | $58,965 | — | $58,965 |
| CBIZ INC | NONE | $58,855 | — | $58,855 |
| HOLROYD GELMAN, P.C. | NONE | $50,987 | — | $50,987 |
| WHISMAN GIORDANO & ASSOCIATES LLC | NONE | $39,053 | — | $39,053 |
| PNC BANK | NONE | $29,049 | — | $29,049 |
| SMITH BARNEY | NONE | $28,125 | — | $28,125 |
| NORTHERN TRUST | NONE | $21,996 | — | $21,996 |
| NOVAK FRANCELLA | NONE | $16,310 | — | $16,310 |
| CHARTWELL INVESTMENT PARTNERS | NONE | $6,337 | — | $6,337 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J P MORGAN CHASE — NONE
- EAGLE PNC — NONE
- WHISMAN GIORDANO & ASSOCIATES LLC — NONE
- SMITH BARNEY — NONE
- NOVAK FRANCELLA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,023,715
- Estimated Expense Ratio: 0.557% 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 | $1,156,358 | $664,753 | $119,500 | — | — |
| 2023 | $921,292 | $468,781 | $109,810 | — | — |