# 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-plan

> Board Of Trustees, Ua Of Plumbers & Pipefitters Loc 51's DB plan: 632 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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