# The Board Of Trustees Plumbers & Pipefitters Medical Fund 401(k) Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-plumbers-pipefitters-medical-fund-530190932-501

> The Board Of Trustees Plumbers & Pipefitters Medical Fund's 401(k) plan: 1,387 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Plumbers & Pipefitters Medical Fund

- **Sponsor EIN:** 530190932

- **Sponsor Address:** 7130 COLUMBIA GATEWAY DRIVE, STE A, COLUMBIA, MD, 21046

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,387

- **Total Assets:** $56.0M

## 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|1,387|$56.0M|$21.3M|$1.0M|

| 2023|1,363|$52.6M|$20.0M|$1.2M|

| 2022|1,321|$46.8M|$19.4M|$1.2M|

## 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|

| CARDAY ASSOCIATES|Other Service Provider|$586,271|—|$586,271|

| O'DONOGHUE & O'DONOGHUE|Other Service Provider|$71,657|—|$71,657|

| NCAS|Other Service Provider|$68,959|—|$68,959|

| BOYD WATTERSON|Other Service Provider|$51,444|—|$51,444|

| CAREFIRST|Other Service Provider|$50,176|—|$50,176|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$38,568|—|$38,568|

| INVESCO ADVISORS INC|Other Service Provider|$33,051|—|$33,051|

| CALIBRE CPA GROUP, PLLC|Auditor|$27,270|—|$27,270|

| SEGAL COMPANY|Other Service Provider|$25,000|—|$25,000|

| DCA TECHNOLOGY PARTNERS|Other Service Provider|$24,028|—|$24,028|

| CVS CAREMARK|Other Service Provider|$20,148|—|$20,148|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $996,572

- **Estimated Expense Ratio:** 1.781% 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|$1,459,912|$136,539|$586,271|$27,270|—|

| 2023|$1,372,041|$69,850|$489,741|$26,445|—|

| 2022|$1,443,353|$86,305|$471,592|—|$330,034|

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