# Board Of Trustees, Ct Plumbers & Pipefitters Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ct-plumbers-pipefitters-pension-fund-066050353-001

> Board Of Trustees, Ct Plumbers & Pipefitters Pension Fund's DB plan: 1,025 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ct-plumbers-pipefitters-pension-fund-066050353-001)

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