# Trustees Of Plumbers & Steamfitters Local 81 Insurance Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-steamfitters-local-81-insurance-fund-156025166-501

> Trustees Of Plumbers & Steamfitters Local 81 Insurance Fund's Health & Welfare plan: 1,191 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Plumbers & Steamfitters Local 81 Insurance Fund

- **Sponsor EIN:** 156025166

- **Sponsor Address:** 107 TWIN OAKS DRIVE, SYRACUSE, NY, 13206

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,191

- **Total Assets:** $48.9M

## 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|1,191|$48.9M|$14.6M|$188,177|

| 2023|1,186|$36.9M|$10.9M|$141,001|

| 2022|1,126|$34.2M|$9.7M|$189,901|

## 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|

| UMR, INC.|Other Service Provider|$224,028|—|$224,028|

| MICHAEL NANNO|Other Service Provider|$106,128|—|$106,128|

| HEATHER TURK|Other Service Provider|$85,030|—|$85,030|

| MANNING AND NAPIER|Other Service Provider|$84,000|—|$84,000|

| SUSAN COLBERT|Other Service Provider|$75,138|—|$75,138|

| SAVEONSP|Other Service Provider|$66,355|—|$66,355|

| RIGHT RX, LLC|Other Service Provider|$63,454|—|$63,454|

| KEENAN & ASSOCIATES|Other Service Provider|$61,562|—|$61,562|

| KELLY DAGGETT|Other Service Provider|$60,035|—|$60,035|

| JOSEPH W. MCCARTHY & ASSOCIATES|Other Service Provider|$48,257|—|$48,257|

| BLITMAN & KING|Other Service Provider|$41,554|—|$41,554|

| JBM COMPUTER CONSULTANTS INC.|Other Service Provider|$30,302|—|$30,302|

| DARCANGELO & CO., LLP|Other Service Provider|$27,000|—|$27,000|

| ROBIN GREEN|Other Service Provider|$16,073|—|$16,073|

| ALIVIA TURK|Other Service Provider|$14,310|—|$14,310|

| MARCO CONSULTING|Other Service Provider|$13,000|—|$13,000|

| BONADIO & CO., LLP|Auditor|$9,735|—|$9,735|

| M&T/WILMINGTON TRUST|Recordkeeper|$5,341|—|$5,341|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

- [M&T/WILMINGTON TRUST](https://planprovider.pro/provider/trustage) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,031,302

- **Estimated Expense Ratio:** 2.107% 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|$1,043,411|$111,028|$320,511|$27,000|—|

| 2023|$715,348|$79,641|$272,254|$20,500|—|

| 2022|$686,659|$53,423|$273,473|—|$91,504|

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