Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitter Local 83
- Sponsor EIN: 550463652
- Sponsor Address: 232 WISE ROAD, HARMONY, PA, 16037
- Plan Type: DB
- Total Participants: 275
- Total Assets: $55.1M
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 | 275 | $55.1M | $2.4M | $0 |
| 2023 | 252 | $49.6M | $2.8M | $0 |
| 2022 | 250 | $45.7M | $2.4M | $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 |
|---|---|---|---|---|
| CENTRAL DATA SERVICES INC | Other Service Provider | $58,333 | — | $58,333 |
| ACRISURE LLC | Other Service Provider | $39,690 | — | $39,690 |
| STANDARD VALUATION | Other Service Provider | $35,275 | — | $35,275 |
| MAIRS AND POWER | Other Service Provider | $34,217 | — | $34,217 |
| MANNING & NAPIER ADVISORS INC | Other Service Provider | $34,096 | — | $34,096 |
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | $33,283 | — | $33,283 |
| BEACON ADMINISTRATORS AND CONSULTAN | Other Service Provider | $31,633 | — | $31,633 |
| MCELHANEY & ASSOCIATES, LLC | Other Service Provider | $27,500 | — | $27,500 |
| WESBANCO TRUST AND INVESTMENT SERVI | Other Service Provider | $26,305 | — | $26,305 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $21,715 | — | $21,715 |
| NEWTOWER TRUST COMPANY | Other Service Provider | $18,819 | — | $18,819 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $17,087 | — | $17,087 |
| JOHN DASCOLI, PLLC | Recordkeeper | $10,722 | — | $10,722 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $6,750 | — | $6,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN DASCOLI, PLLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $395,425
- Estimated Expense Ratio: 0.718% 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 | $438,646 | $221,265 | $89,966 | $27,500 | — |
| 2023 | $416,214 | $203,870 | $91,249 | $25,000 | — |
| 2022 | $423,074 | $226,992 | $91,114 | — | $60,946 |