Plan Snapshot
- Plan Sponsor: Plumbers And Steamfitters 486 Pension Fund Board Of Trustees
- Sponsor EIN: 526124449
- Sponsor Address: 7130 COLUMBIA GATEWAY DRIVE, COLUMBIA, MD, 21046
- Plan Type: DB
- Total Participants: 1,622
- Total Assets: $382.3M
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 | 1,622 | $382.3M | $21.4M | $0 |
| 2023 | 1,499 | $350.0M | $20.4M | $0 |
| 2022 | 1,499 | $328.8M | $20.0M | $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 |
|---|---|---|---|---|
| INTERCONTINENTAL REAL ESTATE CORPOR | Other Service Provider | $289,220 | — | $289,220 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $225,152 | — | $225,152 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $210,000 | — | $210,000 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $146,478 | — | $146,478 |
| HARDMAN JOHNSON GLOBAL ADVISORS | Other Service Provider | $130,804 | — | $130,804 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $122,628 | — | $122,628 |
| BENEFITS ADMINISTRATION CORPORATION | Other Service Provider | $113,535 | — | $113,535 |
| ULLICO INVESTMENT ADVISORS INC | Other Service Provider | $106,514 | — | $106,514 |
| ABATO, RUBENSTEIN & ABATO | Other Service Provider | $93,759 | — | $93,759 |
| PNC BANK | Other Service Provider | $81,887 | — | $81,887 |
| BENESYS, INC. | Other Service Provider | $72,569 | — | $72,569 |
| NEWTOWER TRUST COMPANY | Other Service Provider | — | $64,752 | $64,752 |
| LINDABURY, MCCORMICK, ESTABROOK & C | Other Service Provider | $63,477 | — | $63,477 |
| CALIBRE CPA GROUP | Auditor | $33,279 | — | $33,279 |
| WASHINGTON CAPITAL MANAGEMENT, INC | Other Service Provider | $27,953 | — | $27,953 |
| THE SEGAL COMPANY | Other Service Provider | $25,094 | — | $25,094 |
| MARK JACKMAN | Custodian / Trustee | $25,042 | — | $25,042 |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | Recordkeeper | $22,362 | — | $22,362 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $6,270 | $6,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — Auditor
- JPMORGAN CHASE BANK, NATIONAL ASSOC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,860,775
- Estimated Expense Ratio: 0.487% 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 | $2,742,505 | $2,024,972 | $186,104 | $31,920 | — |
| 2023 | $2,413,777 | $1,807,288 | $164,944 | $25,375 | — |
| 2022 | $2,450,776 | $1,848,443 | $169,910 | — | $217,525 |