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
- 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. |
|---|---|---|---|---|
| 2025 | 632 | $127.4M | $0 | $0 |
| 2024 | 591 | $122.5M | $0 | $0 |
| 2023 | 550 | $101.9M | $0 | $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 |
|---|---|---|---|---|
| WARD, FISHER, & COMPANY, LLP | Auditor | $99,040 | — | $99,040 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,040
- Estimated Expense Ratio: 0.078% 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 |
|---|---|---|---|---|---|
| 2025 | $1,877,332 | $457,868 | $151,200 | $99,040 | — |
| 2024 | $1,865,451 | $401,553 | $149,172 | $113,625 | — |
| 2023 | $1,489,370 | $305,793 | $121,301 | — | $319,311 |
| 2022 | $1,489,370 | $305,793 | $121,301 | — | $319,311 |