# Joint Board Of Trustees - Plumbers Local Union No. 17 Pension Plan DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-plumbers-local-union-no-17-pension-plan-626104660-001

> Joint Board Of Trustees - Plumbers Local Union No. 17 Pension Plan's DB plan: 292 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

- [DANIELS, IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-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|

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