# Joint Board Of Trustees Plumbers & Pipefitters U.A. Local 85 Pension DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-plumbers-pipefitters-u-a-local-85-pension-plan

> Joint Board Of Trustees Plumbers & Pipefitters U.A. Local 85 Pension's DB plan: 794 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Plumbers & Pipefitters U.A. Local 85 Pension

- **Sponsor EIN:** 381752138

- **Sponsor Address:** 700 TOWER DRIVE, STE. 300, TROY, MI, 48098

- **Plan Type:** DB

- **Total Participants:** 794

- **Total Assets:** $176.8M

## 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|794|$176.8M|$13.8M|$0|

| 2023|748|$164.6M|$12.0M|$0|

| 2022|665|$150.1M|$11.5M|$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|

| NOVARA, TESIJA & CATENACCI, PLLC|NONE|$133,130|—|$133,130|

| MARQUETTE ASSOCIATES, INC.|NONE|$110,000|—|$110,000|

| BENESYS, INC.|NONE|$107,741|—|$107,741|

| FIDUCIARY MANAGEMENT, INC.|NONE|$64,836|—|$64,836|

| UNITED ACTUARIAL SERVICES, INC.|NONE|$34,433|—|$34,433|

| PLUMBERS & PIPEFITTERS UA LOCAL 85|CONTRIBUTING EMPLOYER|$26,126|—|$26,126|

| BULTYNCK & CO., PLLC|NONE|$24,725|—|$24,725|

| REIMOLD PRINTING|NONE|$22,560|—|$22,560|

| MACQUEEN INSURANCE GROUP|NONE|$16,784|$2,518|$19,302|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $542,853

- **Estimated Expense Ratio:** 0.307% 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|$672,960|$202,044|$99,263|$26,225|—|

| 2023|$642,352|$228,574|$77,160|$24,725|—|

| 2022|$621,013|$238,136|$70,950|—|$154,299|

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