Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitters Local 83
- Sponsor EIN: 550667502
- Sponsor Address: 232 WISE ROAD, HARMONY, PA, 16037
- Plan Type: DC
- Total Participants: 993
- Total Assets: $45.2M
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 | 993 | $45.2M | $2.8M | $0 |
| 2023 | 532 | $40.7M | $2.8M | $0 |
| 2022 | 531 | $35.3M | $2.7M | $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 |
|---|---|---|---|---|
| PLUMBERS & STEAMFITTERS 83 RETIREME | NONE | $151,120 | — | $151,120 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $39,601 | — | $39,601 |
| CENTRAL DATA SERVICES | NONE | $31,333 | — | $31,333 |
| MCELHANEY & ASSOCIATES, LLC | NONE | $27,500 | — | $27,500 |
| STANDARD VALUATION | NONE | $27,100 | — | $27,100 |
| BEACON ADMINISTRATORS AND CONSULTAN | NONE | $17,033 | — | $17,033 |
| JOHN DASCOLI, PLLC | NONE | $10,397 | — | $10,397 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | NONE | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN DASCOLI, PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,334
- Estimated Expense Ratio: 0.684% 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 | $178,457 | $27,100 | $48,367 | $27,500 | — |
| 2023 | $182,623 | $26,300 | $49,134 | $25,000 | — |
| 2022 | $174,206 | $25,675 | $49,061 | — | $75,480 |