Plan Snapshot
- Plan Sponsor: Joint Board Plumbers & Pipefitters Local No 333 Sub Plan
- Sponsor EIN: 386192293
- Sponsor Address: 6525 CENTURION DRIVE, LANSING, MI, 48917
- Plan Type: Health & Welfare
- Plan Number: 602
- Total Participants: 729
- Total Assets: $713,332
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 | 729 | $713,332 | $526,979 | $0 |
| 2023 | 1,163 | $470,433 | $482,916 | $0 |
| 2022 | 729 | $289,504 | $381,003 | $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 |
|---|---|---|---|---|
| LANSING PLUMBERS LOCAL 333 JATC | Other Service Provider | $22,562 | — | $22,562 |
| NOVARA LAW GROUP, PLLC | Other Service Provider | $16,381 | — | $16,381 |
| TIC MIDWEST | Other Service Provider | $12,743 | — | $12,743 |
| BULTYNCK & CO., PLLC | Other Service Provider | $9,830 | — | $9,830 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,516
- Estimated Expense Ratio: 8.624% 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 | $83,904 | $5,684 | $10,400 | $11,036 | — |
| 2023 | $92,386 | $5,758 | $10,400 | $12,340 | — |
| 2022 | $83,304 | $2,078 | $10,400 | — | $31,559 |