Plan Snapshot
- Plan Sponsor: Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union
- Sponsor EIN: 596165026
- Sponsor Address: 2010 NW 150TH AVENUE SUITE 200, PEMBROKE PINES, FL, 33028
- Plan Type: DB
- Total Participants: 775
- Total Assets: $159.1M
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 | 775 | $159.1M | $14.5M | $0 |
| 2023 | 737 | $140.5M | $9.4M | $0 |
| 2022 | 738 | $126.3M | $9.0M | $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 EMPLOYEE ADMINISTRATORS | NONE | $165,836 | — | $165,836 |
| HORIZON ACTUARIAL SERVICES LLC | NONE | $84,805 | — | $84,805 |
| KAYNE ANDERSON RUDNICK | NONE | $75,397 | — | $75,397 |
| MORGAN STANLEY SMITH BARNEY | NONE | $75,000 | — | $75,000 |
| LAPADULA CARLSON & CO | NONE | $38,507 | — | $38,507 |
| SUGARMAN & SUSSKIND PA | NONE | $12,569 | — | $12,569 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — NONE
- LAPADULA CARLSON & CO — NONE
- SUGARMAN & SUSSKIND PA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $452,114
- Estimated Expense Ratio: 0.284% 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 | $835,298 | $170,164 | $165,836 | $38,507 | — |
| 2023 | $826,665 | $150,917 | $150,790 | $34,506 | — |
| 2022 | $754,921 | $156,070 | $166,098 | — | $204,718 |