# Pipefitters Union Local #537 - Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/pipefitters-union-local-537-vacation-fund-237255451-501

> Pipefitters Union Local #537 - Vacation Fund's Health & Welfare plan: 955 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pipefitters Union Local #537 - Vacation Fund

- **Sponsor EIN:** 237255451

- **Sponsor Address:** 40 ENTERPRISE STREET, SUITE 463, DORCHESTER, MA, 02125

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 955

- **Total Assets:** $3.1M

## 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|955|$3.1M|$0|$6.1M|

| 2023|1,011|$3.0M|$0|$6.0M|

| 2022|983|$2.9M|$0|$6.0M|

## 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 LLC|Other Service Provider|$16,500|—|$16,500|

| BRIDGEWAY TECHNOLOGIES|Other Service Provider|$12,949|—|$12,949|

| EMPLOYEE F|Recordkeeper|$9,402|—|$9,402|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,851

- **Estimated Expense Ratio:** 1.268% 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|$81,585|—|—|—|—|

| 2023|$89,356|—|—|—|—|

| 2022|$85,382|—|—|—|—|

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