Plan Snapshot
- Plan Sponsor: Trustees Of I.U.O.E. Local 57
- Sponsor EIN: 050298773
- Sponsor Address: 857 CENTRAL AVE, JOHNSTON, RI, 02919
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,801
- Total Assets: $295.7M
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. |
|---|---|---|---|---|
| 2025 | 1,801 | $295.7M | $0 | $0 |
| 2024 | 964 | $258.7M | $20.3M | $0 |
| 2023 | 894 | $230.0M | $18.7M | $0 |
| 2022 | 856 | $201.9M | $18.7M | $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 |
|---|---|---|---|---|
| SEGAL COMPANY | Other Service Provider | $387,967 | — | $387,967 |
| SEGAL MACRO ADVISORS INC | Other Service Provider | $97,504 | — | $97,504 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $63,844 | — | $63,844 |
| WARD FISHER & COMPANY LLP | Other Service Provider | $28,600 | — | $28,600 |
| KIERNAN PLUNKETT & REDIHAN | Other Service Provider | $14,500 | — | $14,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $592,415
- Estimated Expense Ratio: 0.200% 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 |
|---|---|---|---|---|---|
| 2025 | $15,357,261 | $422,525 | — | $28,600 | — |
| 2024 | $882,441 | $379,098 | — | $27,200 | — |
| 2023 | $759,926 | $321,744 | — | $25,300 | — |
| 2022 | $781,884 | $18,719 | — | — | $470,213 |