# Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-pension-plan-of-the-plumbers-pipefitters-local-union-plan

> Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union's DB plan: 775 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [LAPADULA CARLSON & CO](https://planprovider.pro/provider/lapadula-carlson-co) — NONE

- [SUGARMAN & SUSSKIND PA](https://planprovider.pro/provider/sugarman-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-pension-plan-of-the-plumbers-pipefitters-local-union-plan)

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