# Plumbers & Steamfitters Local 137 Pension Fund Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-137-pension-fund-board-of-trustees-366136791-001

> Plumbers & Steamfitters Local 137 Pension Fund Board Of Trustees's DB plan: 488 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kerber-eck-and-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|

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