# Board Of Trustees, Ua Of Plumbers & Pipefitters Loc 51 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ua-of-plumbers-pipefitters-loc-51-050499357-001

> Board Of Trustees, Ua Of Plumbers & Pipefitters Loc 51's DB plan: 632 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, Ua Of Plumbers & Pipefitters Loc 51

- **Sponsor EIN:** 050499357

- **Sponsor Address:** 11 HEMINGWAY DR, RIVERSIDE, RI, 029152225

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 632

- **Total Assets:** $127.4M

## 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|632|$127.4M|$11.7M|$0|

| 2023|591|$122.5M|$11.1M|$0|

| 2022|550|$101.9M|$10.4M|$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 INVESTMENT COMPANY|Other Service Provider|$457,743|—|$457,743|

| CHEIRON|Other Service Provider|$201,510|—|$201,510|

| BENESYS INC|Other Service Provider|$151,200|—|$151,200|

| WARD, FISHER, & CO.|Other Service Provider|$99,040|—|$99,040|

| RODIO & URSILLO|Other Service Provider|$64,200|—|$64,200|

| ROBERT M. CHEVERIE & ASSOC., P.C.|Other Service Provider|$10,200|—|$10,200|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $983,893

- **Estimated Expense Ratio:** 0.773% 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|$1,877,332|$457,868|$151,200|$99,040|—|

| 2023|$1,865,451|$401,553|$149,172|$113,625|—|

| 2022|$1,489,370|$305,793|$121,301|—|$319,311|

## Similar Plans

- [Ibew Local Union No. 99](https://planprovider.pro/companies/ibew-local-union-no-99-401k-plan) — 1,244 participants

- [Local 51](https://planprovider.pro/companies/local-51-plan) — 1,045 participants

- [Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund](https://planprovider.pro/companies/board-of-trustees-ibew-local-union-no-99-health-and-welfare-fund-050264126-501) — 739 participants

- [Aipso](https://planprovider.pro/companies/aipso-401k-plan) — 550 participants

- [The Angell Pension Group, INC.](https://planprovider.pro/companies/the-angell-pension-group-inc-401k-plan) — 118 participants

- [The Angell Pension Group, INC.](https://planprovider.pro/companies/the-angell-pension-group-inc-042530412-508) — 107 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ua-of-plumbers-pipefitters-loc-51-050499357-001)

© 2026 PlanProvider.Pro