Plan Snapshot
- Plan Sponsor: Plumbers 267 Pension Fund Local 267 Pension Fund
- Sponsor EIN: 150347955
- Sponsor Address: 107 TWIN OAKS DRIVE, SYRACUSE, NY, 132061220
- Plan Type: DB
- Total Participants: 617
- Total Assets: $179.5M
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 | 617 | $179.5M | $9.3M | $0 |
| 2023 | 580 | $168.6M | $9.6M | $0 |
| 2022 | 549 | $153.2M | $8.7M | $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 |
|---|---|---|---|---|
| MANNING & NAPIER | Other Service Provider | $824,969 | — | $824,969 |
| MARCO CONSULTING | Other Service Provider | $87,500 | — | $87,500 |
| US REIF | Other Service Provider | $82,487 | — | $82,487 |
| SIGULER GUFF | Other Service Provider | $54,017 | — | $54,017 |
| ULLICO INVESTMENT ADVISORS | Other Service Provider | $52,535 | — | $52,535 |
| MILLIMAN INC. | Recordkeeper | $49,794 | — | $49,794 |
| GCM GROSVENOR | Other Service Provider | $38,728 | — | $38,728 |
| JOSEPH W. MCCARTHY & ASSOCIATES | Other Service Provider | $38,667 | — | $38,667 |
| M&T | Recordkeeper | $37,006 | — | $37,006 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $28,657 | — | $28,657 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $28,656 | — | $28,656 |
| MESIROW FINANCIAL | Other Service Provider | $25,000 | — | $25,000 |
| BLITMAN & KING | Other Service Provider | $24,689 | — | $24,689 |
| DARCANGELO & CO., LLP | Other Service Provider | $20,200 | — | $20,200 |
| LANDMARK EQUITY ADVISORS LLC | Other Service Provider | $10,786 | — | $10,786 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC. — Recordkeeper
- M&T — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,403,691
- Estimated Expense Ratio: 0.782% 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 | $1,817,226 | $1,270,341 | $189,042 | $20,200 | — |
| 2023 | $1,471,232 | $980,776 | $189,330 | $19,800 | — |
| 2022 | $1,659,313 | $1,121,391 | $177,605 | — | $190,292 |