# Trustees Of The Plumbers Pension Fund, Local 130, U.A. DB Plan Source: https://planprovider.pro/companies/trustees-of-the-plumbers-pension-fund-local-130-u-a-366489579-001 > Trustees Of The Plumbers Pension Fund, Local 130, U.A.'s DB plan: 3,098 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor - [JP MORGAN CHASE BANK N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [JOSEPH OHM](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [VICKIE KOSTANSKI](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [DENISE DELHAYE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [GOLDMAN SACHS ASSET MGMT LP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor - [CHRIS ANISH](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [NANCY JONES](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [ELIZABETH STIERLE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [JENNIFER KREJCA](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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| ## Similar Plans - [Trustees Of Pipe Fitters Association Local 597](https://planprovider.pro/companies/trustees-of-pipe-fitters-association-local-597-plan) — 9,410 participants - [Trustees Of Pipe Fitters Welfare Fund](https://planprovider.pro/companies/trustees-of-pipe-fitters-welfare-fund-362141703-501) — 6,745 participants - [Trustees Of Pipe Fitters Retirement Fund Local 597](https://planprovider.pro/companies/trustees-of-pipe-fitters-retirement-fund-local-597-plan) — 6,601 participants - [Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130](https://planprovider.pro/companies/board-of-trustees-for-the-plumber-s-retirement-savings-fund-local-130-plan) — 6,239 participants - [Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.](https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-welfare-fund-local-130-u-a-364026252-501) — 3,685 participants - [Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.](https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-welfare-fund-local-130-u-a-364026252-503) — 2,581 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-plumbers-pension-fund-local-130-u-a-366489579-001) © 2026 PlanProvider.Pro