Plan Snapshot
- Plan Sponsor: Trustees Of Plumbers Pipe Fitters & Apprentices Local 112 Pension Fund
- Sponsor EIN: 166052007
- Sponsor Address: 11 GRISWOLD STREET, BINGHAMTON, NY, 139041511
- Plan Type: DB
- Plan Number: 001
- Total Participants: 332
- Total Assets: $86.3M
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 | 332 | $86.3M | $7.1M | $0 |
| 2023 | 331 | $82.0M | $7.3M | $0 |
| 2022 | 318 | $76.6M | $6.9M | $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 |
|---|---|---|---|---|
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $380,461 | — | $380,461 |
| DAVE T. VANAUKEN | Other Service Provider | $106,987 | — | $106,987 |
| MELISSA NATALE | Other Service Provider | $74,558 | — | $74,558 |
| BLITMAN & KING | Other Service Provider | $58,743 | — | $58,743 |
| ABERDEEN STANDARD INVESTMENTS INC. | Other Service Provider | $40,947 | — | $40,947 |
| SEGAL ADVISORY | Other Service Provider | $37,333 | — | $37,333 |
| O'SULLIVAN ASSOCIATES | Other Service Provider | $34,825 | — | $34,825 |
| CLOVER CAPITAL MANAGEMENT | Other Service Provider | $33,040 | — | $33,040 |
| D'ARCANGELO & CO. LLP | Other Service Provider | $19,200 | — | $19,200 |
| JOSEPH MCCARTHY & ASSOCIATES | Other Service Provider | $10,071 | — | $10,071 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $796,165
- Estimated Expense Ratio: 0.922% 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 | $783,796 | $374,893 | — | $19,200 | — |
| 2023 | $773,949 | $377,267 | — | $18,800 | — |
| 2022 | $794,462 | $414,887 | — | — | $133,412 |