# Trustees Of Pipe Fitters Retirement Fund Local 597 DB Plan
Source: https://planprovider.pro/companies/trustees-of-pipe-fitters-retirement-fund-local-597-plan

> Trustees Of Pipe Fitters Retirement Fund Local 597's DB plan: 6,601 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Pipe Fitters Retirement Fund Local 597

- **Sponsor EIN:** 626105084

- **Sponsor Address:** 45 NORTH OGDEN AVENUE, CHICAGO, IL, 60607

- **Plan Type:** DB

- **Total Participants:** 6,601

- **Total Assets:** $3.0B

## 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|6,601|$3.0B|$102.5M|$0|

| 2023|6,435|$2.7B|$97.5M|$0|

| 2022|6,266|$2.5B|$96.6M|$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|

| NATIONAL INVESTMENT SERVICES, INC.|NONE|$906,369|—|$906,369|

| WASHINGTON CAPITAL|NONE|$496,220|—|$496,220|

| STRATEGIC CAPITAL INVESTMENT ADV.|NONE|$181,500|—|$181,500|

| NORTHERN TRUST CORPORATION|NONE|$178,001|—|$178,001|

| NICHOLE LINHARDT|EMPLOYEE|$144,511|—|$144,511|

| JOHNSON & KROL, LLC|NONE|$136,379|—|$136,379|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|NONE|$134,178|—|$134,178|

| THE SEGAL COMPANY|NONE|$109,412|—|$109,412|

| LEGACY PROFESSIONALS LLP|NONE|$98,810|—|$98,810|

| CLAUDIA MARTINEZ|EMPLOYEE|$87,346|—|$87,346|

| JOE VELLENGA|EMPLOYEE/TRUSTEE|$85,140|—|$85,140|

| PHIL HAYES|EMPLOYEE|$58,163|—|$58,163|

| BRIANNE SALISBURY|EMPLOYEE|$49,192|—|$49,192|

| DANA GARRETT|EMPLOYEE|$42,486|—|$42,486|

| SEGAL SELECT INSURANCE|NONE|—|$32,744|$32,744|

| PENSION BENEFIT INFORMATION LLC|NONE|$25,668|—|$25,668|

| BOND BROTHERS|NONE|$19,323|—|$19,323|

| MEDICAL REVIEW INSTITUTE OF AMERICA|NONE|$17,680|—|$17,680|

| WATKINS ROSS|NONE|$9,069|—|$9,069|

| MORGAN, LEWIS & BROCKIUS LP|NONE|$8,712|—|$8,712|

| COMERICA BANK|NONE|$8,020|—|$8,020|

| SINGLE CLICK IT INC|NONE|$6,602|—|$6,602|

| ISLER DARE|NONE|$5,831|—|$5,831|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [MORGAN, LEWIS & BROCKIUS LP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,841,356

- **Estimated Expense Ratio:** 0.095% 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|$3,796,848|$1,762,090|—|$58,644|—|

| 2023|$3,653,087|$1,533,680|—|$61,795|—|

| 2022|$3,750,177|$1,681,257|—|—|$269,531|

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