Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ct Plumbers & Pipefitters Pension Fund
- Sponsor EIN: 066050353
- Sponsor Address: 1155 SILAS DEANE HIGHWAY, WETHERSFIELD, CT, 061094318
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,025
- Total Assets: $304.0M
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 | 1,025 | $304.0M | $15.4M | $0 |
| 2023 | 964 | $291.9M | $13.3M | $0 |
| 2022 | 946 | $268.9M | $13.1M | $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 |
|---|---|---|---|---|
| SEI | Other Service Provider | $1,006,624 | — | $1,006,624 |
| CT PIPE TRADES BENEFIT FUNDS ADMIN | Other Service Provider | $264,105 | — | $264,105 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $155,022 | — | $155,022 |
| HOLM & O'HARA LLP | Other Service Provider | $41,413 | — | $41,413 |
| BEERS, HAMERMAN, COHEN & BURGER | Other Service Provider | $35,500 | — | $35,500 |
| CHEVERIE & ASSOCS | Other Service Provider | $28,220 | — | $28,220 |
| NOVAK FRANCELLA LLC | Auditor | $6,689 | — | $6,689 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,537,573
- Estimated Expense Ratio: 0.506% 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 | $1,721,121 | $1,006,624 | $264,105 | $35,500 | — |
| 2023 | $1,787,492 | $1,118,045 | $277,701 | $32,500 | — |
| 2022 | $1,933,393 | $1,251,873 | $277,761 | — | $237,309 |