Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees - Plumbers Local Union No. 17 Pension Plan
- Sponsor EIN: 626104660
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Plan Number: 001
- Total Participants: 292
- Total Assets: $45.0M
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 | 292 | $45.0M | $1.9M | $0 |
| 2023 | 360 | $44.2M | $2.2M | $0 |
| 2022 | 292 | $39.3M | $1.6M | $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 |
|---|---|---|---|---|
| HIGHLAND CAPITAL MANAGEMENT | Other Service Provider | $87,107 | $894 | $88,001 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $54,153 | — | $54,153 |
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | — | $53,183 | $53,183 |
| REYNOLDS INVESTMENT CONSULTING | Other Service Provider | $49,575 | — | $49,575 |
| ULLICO | Recordkeeper | $31,092 | — | $31,092 |
| NEWTOWER TRUST COMPANY | Other Service Provider | — | $26,246 | $26,246 |
| REGIONS | Other Service Provider | $19,469 | — | $19,469 |
| DANIELS, IRWIN & AYLOR | Auditor | $17,500 | — | $17,500 |
| GODWIN MORRIS LAURENZI BLOOMFIELD | Other Service Provider | $8,339 | — | $8,339 |
| CORRY CAPITAL ADVISORS | Other Service Provider | $7,381 | — | $7,381 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $5,900 | — | $5,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ULLICO — Recordkeeper
- DANIELS, IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $360,839
- Estimated Expense Ratio: 0.802% 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 | $322,187 | $191,982 | $29,400 | $17,500 | — |
| 2023 | $320,493 | $181,016 | $28,800 | $19,700 | — |
| 2022 | $325,937 | $185,146 | $28,800 | — | $50,621 |