Plan Snapshot
- Plan Sponsor: Pipe & Refrigeration Fitters Local 537
- Sponsor EIN: 516030859
- Sponsor Address: 40 ENTERPRISE STREET, SUITE 463, DORCHESTER, MA, 021251638
- Plan Type: DB
- Total Participants: 2,372
- Total Assets: $962.4M
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 | 2,372 | $962.4M | $0 | $0 |
| 2024 | 2,310 | $901.7M | $0 | $0 |
| 2023 | 2,202 | $828.3M | $0 | $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 |
|---|---|---|---|---|
| MANZI & ASSOCIATES | Auditor | $57,996 | — | $57,996 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,996
- Estimated Expense Ratio: 0.006% 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 | $5,124,273 | $4,120,767 | — | $57,996 | — |
| 2024 | $4,025,033 | $3,111,772 | — | $58,578 | — |
| 2023 | $3,939,159 | $3,096,526 | — | — | — |