Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters Local No 189 And Mcaco
- Sponsor EIN: 310894807
- Sponsor Address: 1230 KINNEAR ROAD, COLUMBUS, OH, 432121154
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,053
- Total Assets: $202.1M
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 | 1,053 | $202.1M | $13.5M | $0 |
| 2023 | 982 | $191.8M | $11.0M | $0 |
| 2022 | 875 | $172.7M | $10.3M | $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 |
|---|---|---|---|---|
| SEGAL MARCO | Other Service Provider | $243,764 | — | $243,764 |
| P&P NO. 189 H&W FUND ADMINISTRATORS | Recordkeeper | $163,552 | — | $163,552 |
| MILLIMAN, INC. | Recordkeeper | $117,315 | — | $117,315 |
| WA US CORE PLUS LLC | Other Service Provider | $39,191 | — | $39,191 |
| VORYS, SATER, SEYMOUR & PEASE | ERISA Attorney | $35,000 | — | $35,000 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $32,000 | — | $32,000 |
| BRIDGE BENEFIT TECHNOLOGIES | Other Service Provider | $18,067 | — | $18,067 |
| COMERICA | Other Service Provider | $15,314 | — | $15,314 |
| LANZ PRINTING COMPANY | Other Service Provider | $9,154 | — | $9,154 |
| WESTERN ASSET MANAGEMENT CO. | Other Service Provider | $8,814 | — | $8,814 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- VORYS, SATER, SEYMOUR & PEASE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $682,171
- Estimated Expense Ratio: 0.338% 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 | $760,140 | $307,084 | $136,125 | $32,000 | — |
| 2023 | $1,118,890 | $562,717 | $333,034 | $27,250 | — |
| 2022 | $1,318,772 | $748,213 | $324,802 | — | $139,234 |