Plan Snapshot
- Plan Sponsor: Pipefitters Local 636 Supplemental Unemployment Benefit Fund
- Sponsor EIN: 386100678
- Sponsor Address: 700 TOWER DRIVE, TROY, MI, 48098
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,742
- Total Assets: $12.8M
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 | 1,742 | $12.8M | $1.8M | $0 |
| 2023 | 1,865 | $12.1M | $1.9M | $0 |
| 2022 | 1,708 | $10.8M | $1.7M | $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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $44,158 | — | $44,158 |
| BULTYNCK & CO., PLLC | Other Service Provider | $21,190 | — | $21,190 |
| PIPEFITTERS LOCAL NO. 636 | Other Service Provider | $18,499 | — | $18,499 |
| ASHER KELLY LAW | Other Service Provider | $15,078 | — | $15,078 |
| AMERICAN GRAPHICS PRINTING CO | Other Service Provider | $7,097 | — | $7,097 |
| NICKEL & SAPH, INC. | Other Service Provider | $6,558 | — | $6,558 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,580
- Estimated Expense Ratio: 0.876% 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 | $123,669 | $4,683 | $35,325 | $22,667 | — |
| 2023 | $116,196 | $5,506 | $37,523 | $19,207 | — |
| 2022 | $258,361 | $9,485 | $25,370 | — | $71,579 |