Plan Snapshot
- Plan Sponsor: Plumbers Union Local No. 12 Annuit
- Sponsor EIN: 042621293
- Sponsor Address: 1230 MASSACHUSETTS AVENUE, BOSTON, MA, 021251608
- Plan Type: DC
- Total Participants: 2,607
- Total Assets: $302.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,607 | $302.8M | $0 | $0 |
| 2023 | 2,590 | $261.5M | $0 | $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 |
|---|---|---|---|---|
| MANZI & ASSOCIATES L.L.C | Auditor | $25,335 | — | $25,335 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,335
- Estimated Expense Ratio: 0.008% 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 | $843,966 | $592,738 | — | $25,335 | — |
| 2023 | $480,759 | $5,000 | — | — | $40,335 |