Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitters Local 137 Pension Fund Board Of Trustees
- Sponsor EIN: 366136791
- Sponsor Address: 2880 EAST COOK STREET, SPRINGFIELD, IL, 62703
- Plan Type: DB
- Plan Number: 001
- Total Participants: 488
- Total Assets: $149.9M
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 | 488 | $149.9M | $7.7M | $0 |
| 2023 | 421 | $147.1M | $6.9M | $0 |
| 2022 | 399 | $135.2M | $6.4M | $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 |
|---|---|---|---|---|
| NORTHERN TRUST | Other Service Provider | $100,715 | — | $100,715 |
| MARQUETTE ASSOCIATES | Other Service Provider | $92,625 | — | $92,625 |
| UMR | Other Service Provider | $73,508 | — | $73,508 |
| CAVANAGH & O'HARA | Other Service Provider | $54,214 | — | $54,214 |
| UNITED ACTUARIAL SERVICES, INC | Other Service Provider | $41,500 | — | $41,500 |
| KERBER, ECK & BRAECKEL, LLP | Auditor | $39,519 | — | $39,519 |
| ILLINOIS NATIONAL BANK | Other Service Provider | $35,056 | — | $35,056 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $29,564 | — | $29,564 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $24,337 | — | $24,337 |
| PLUMBERS & STEAMFITTER LOCAL 137 | Other Service Provider | $8,232 | — | $8,232 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK & BRAECKEL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $499,270
- Estimated Expense Ratio: 0.333% 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 | $726,633 | $152,219 | $73,508 | $47,751 | — |
| 2023 | $734,746 | $155,494 | $67,000 | $45,853 | — |
| 2022 | $693,782 | $438,405 | $65,625 | — | $119,053 |