Plan Snapshot
- Plan Sponsor: Trustees Of The Plumbers Pension Fund, Local 130, U.A.
- Sponsor EIN: 366489579
- Sponsor Address: 1340 WEST WASHINGTON BLVD., CHICAGO, IL, 606071936
- Plan Type: DB
- Plan Number: 001
- Total Participants: 3,098
- Total Assets: $1.7B
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 | 3,098 | $1.7B | $63.1M | $0 |
| 2023 | 2,976 | $1.6B | $64.8M | $0 |
| 2022 | 3,000 | $1.4B | $66.6M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $950,726 | — | $950,726 |
| NATL INVSTMNT SVCS OF AMERICA LLC | Other Service Provider | $544,999 | — | $544,999 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $441,689 | — | $441,689 |
| WILLIAM BLAIR INVESTMENT MGMT, LLC | Other Service Provider | $412,525 | — | $412,525 |
| SEGAL | Other Service Provider | $347,311 | — | $347,311 |
| LSV ASSET MANAGEMENT | Other Service Provider | $298,230 | — | $298,230 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $245,066 | — | $245,066 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $218,564 | — | $218,564 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $205,870 | — | $205,870 |
| BOYD WATTERSON ASSET MANAGEMENT LLC | Other Service Provider | $203,312 | — | $203,312 |
| LEGACY PROFESSIONALS LLP | Auditor | $191,494 | — | $191,494 |
| NORTHERN TRUST COMPANY | Other Service Provider | $184,914 | — | $184,914 |
| JP MORGAN CHASE BANK N.A. | Recordkeeper | $170,145 | — | $170,145 |
| AQR CAPITAL MANAGEMENT LLC | Other Service Provider | $168,243 | — | $168,243 |
| JOSEPH OHM | Recordkeeper | $159,214 | — | $159,214 |
| CHURCHILL ASSET MANAGMENT LLC | Other Service Provider | $151,666 | — | $151,666 |
| MARQUETTE ASSOCIATES | Other Service Provider | $150,000 | — | $150,000 |
| VICKIE KOSTANSKI | Recordkeeper | $121,281 | — | $121,281 |
| DENISE DELHAYE | Recordkeeper | $116,894 | — | $116,894 |
| GREGORIO, STEC, KLEIN & HOSE | Other Service Provider | $115,869 | — | $115,869 |
| MIDWEST INST. TRUST COMPANY | Other Service Provider | $114,316 | — | $114,316 |
| GOLDMAN SACHS ASSET MGMT LP | Investment Advisor | $75,370 | — | $75,370 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | Other Service Provider | $65,799 | — | $65,799 |
| CHRIS ANISH | Recordkeeper | $57,817 | — | $57,817 |
| GREAT LAKES ADVISORS, LLC | Other Service Provider | $50,380 | — | $50,380 |
| NANCY JONES | Recordkeeper | $42,310 | — | $42,310 |
| ELIZABETH STIERLE | Recordkeeper | $37,256 | — | $37,256 |
| JENNIFER KREJCA | Recordkeeper | $32,334 | — | $32,334 |
| LANER MUCHIN, LTD. | Other Service Provider | $28,605 | — | $28,605 |
| STADTLER TECHNOLOGIES | Other Service Provider | $7,375 | — | $7,375 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $6,121 | — | $6,121 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- JP MORGAN CHASE BANK N.A. — Recordkeeper
- JOSEPH OHM — Recordkeeper
- VICKIE KOSTANSKI — Recordkeeper
- DENISE DELHAYE — Recordkeeper
- GOLDMAN SACHS ASSET MGMT LP — Investment Advisor
- CHRIS ANISH — Recordkeeper
- NANCY JONES — Recordkeeper
- ELIZABETH STIERLE — Recordkeeper
- JENNIFER KREJCA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,915,695
- Estimated Expense Ratio: 0.350% 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 | $6,810,271 | $4,654,151 | — | $90,734 | — |
| 2023 | $6,460,506 | $4,391,675 | — | $74,735 | — |
| 2022 | $5,803,039 | $3,912,888 | — | — | $603,942 |