Plan Snapshot
- Plan Sponsor: Mechanical Contractors Ua Local 119 Pension Plan
- Sponsor EIN: 636055121
- Sponsor Address: 1717 OLD SHELL RD, MOBILE, AL, 366041323
- Plan Type: DB
- Plan Number: 001
- Total Participants: 706
- Total Assets: $67.4M
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 | 706 | $67.4M | $0 | $0 |
| 2024 | 267 | $60.3M | $3.6M | $0 |
| 2023 | 303 | $55.5M | $3.0M | $0 |
| 2022 | 319 | $51.0M | $3.5M | $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 |
|---|---|---|---|---|
| GULF STATES CONSULTANTS & ADMIN INC | Recordkeeper | $86,400 | — | $86,400 |
| ULLICO INFRASTRUCTURE TAX EXEMPT | Investment Advisor | $56,198 | — | $56,198 |
| MARQUETTE ASSOCIATES INC | Other Service Provider | $40,000 | — | $40,000 |
| MULTI-EMPLOYER PROPERTY TRUST | Investment Advisor | $37,607 | — | $37,607 |
| UNITED ACTUARIAL SERVICES INC | Actuary | $31,250 | — | $31,250 |
| CARR, RIGGS & INGRAM, LLC | Auditor | $23,909 | — | $23,909 |
| U.S. BANK NATIONAL ASSOCIATION | Custodian / Trustee | $14,662 | — | $14,662 |
| CSM ADVISORS, LLC | Investment Advisor | $12,396 | — | $12,396 |
| QUINN, CONNOR, WEAVER, DAVIES | ERISA Attorney | $7,243 | — | $7,243 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,665
- Estimated Expense Ratio: 0.459% 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 | $4,866,384 | $155,860 | $86,400 | $23,909 | — |
| 2024 | $369,213 | $162,427 | $82,800 | $15,657 | — |
| 2023 | $358,748 | $167,675 | $82,800 | $10,000 | — |
| 2022 | $375,452 | $267,498 | — | — | $61,768 |