Plan Snapshot
- Plan Sponsor: Plumbers Local No. 8 Pension Plan
- Sponsor EIN: 446010180
- Sponsor Address: 5950 MANCHESTER TRFY, STE 1, KANSAS CITY, MO, 64130
- Plan Type: DB
- Plan Number: 001
- Total Participants: 494
- Total Assets: $123.3M
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 | 494 | $123.3M | $9.7M | $0 |
| 2023 | 710 | $111.8M | $8.7M | $0 |
| 2022 | 527 | $97.3M | $8.2M | $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 |
|---|---|---|---|---|
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $66,643 | — | $66,643 |
| ISSI | Other Service Provider | $56,176 | — | $56,176 |
| STRATEGIC CAPITAL INVESTMENT ADVISO | Other Service Provider | $44,709 | — | $44,709 |
| NBPC | Other Service Provider | $44,647 | — | $44,647 |
| ACRISURE | Other Service Provider | $37,539 | — | $37,539 |
| STOCKBRIDGE | Other Service Provider | $37,117 | — | $37,117 |
| CLARION PARTNERS | Other Service Provider | $31,389 | — | $31,389 |
| DANIELLE WILEY | Recordkeeper | $29,573 | — | $29,573 |
| WASHINGTON CAPITAL | Other Service Provider | $16,800 | — | $16,800 |
| SPENCER FANE BRITT BROWNE LLP | ERISA Attorney | $14,165 | — | $14,165 |
| PLUMBERS LOCAL UNION 8 | Other Service Provider | $13,453 | — | $13,453 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $11,679 | — | $11,679 |
| BANK OF LABOR | Other Service Provider | $6,000 | — | $6,000 |
| DWS | Other Service Provider | $5,792 | — | $5,792 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE BRITT BROWNE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $415,682
- Estimated Expense Ratio: 0.337% 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 | $581,597 | $214,129 | — | $44,647 | — |
| 2023 | $605,540 | $194,479 | — | $65,000 | — |
| 2022 | $530,953 | $162,194 | — | — | $136,001 |