# Plumbers 267 Pension Fund Local 267 Pension Fund DB Plan
Source: https://planprovider.pro/companies/plumbers-267-pension-fund-local-267-pension-fund-plan

> Plumbers 267 Pension Fund Local 267 Pension Fund's DB plan: 617 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|PARTY-IN-INTEREST|$824,969|—|$824,969|

| MARCO CONSULTING|NONE|$87,500|—|$87,500|

| US REIF|NONE|$82,487|—|$82,487|

| SIGULER GUFF|NONE|$54,017|—|$54,017|

| ULLICO INVESTMENT ADVISORS|NONE|$52,535|—|$52,535|

| MILLIMAN INC.|NONE|$49,794|—|$49,794|

| GCM GROSVENOR|NONE|$38,728|—|$38,728|

| JOSEPH W. MCCARTHY & ASSOCIATES|NONE|$38,667|—|$38,667|

| M&T|NONE|$37,006|—|$37,006|

| ASB CAPITAL MANAGEMENT LLC|NONE|$28,657|—|$28,657|

| CHEVY CHASE TRUST COMPANY|NONE|$28,656|—|$28,656|

| MESIROW FINANCIAL|NONE|$25,000|—|$25,000|

| BLITMAN & KING|NONE|$24,689|—|$24,689|

| DARCANGELO & CO., LLP|NONE|$20,200|—|$20,200|

| LANDMARK EQUITY ADVISORS LLC|NONE|$10,786|—|$10,786|

### Verified Provider Profiles

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

- [MILLIMAN INC.](https://planprovider.pro/provider/milliman) — NONE

- [M&T](https://planprovider.pro/provider/trustage) — NONE

## 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|

## Similar Plans

- [United Associated Pension Fund Local 13](https://planprovider.pro/companies/united-associated-pension-fund-local-13-plan) — 582 participants

- [Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu](https://planprovider.pro/companies/board-of-trustees-of-plumbers-steamfitters-local-373-u-a-annuity-fu-plan) — 581 participants

- [Isaac Heating & Air Conditioning](https://planprovider.pro/companies/isaac-heating-air-conditioning-401k-plan) — 512 participants

- [Dave Vanauken, Plan Administrator Local No. 112 Annuity Fund](https://planprovider.pro/companies/dave-vanauken-plan-administrator-local-no-112-annuity-fund-plan) — 482 participants

- [Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12](https://planprovider.pro/companies/board-of-trustees-annuity-fund-of-heat-and-frost-insulators-local-12-plan) — 461 participants

- [Northwinds Holding, INC.](https://planprovider.pro/companies/northwinds-holding-inc-401k-plan) — 826 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-267-pension-fund-local-267-pension-fund-plan)

© 2026 PlanProvider.Pro