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
- 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. |
|---|---|---|---|---|
| 2025 | 3,098 | $1.7B | $0 | $0 |
| 2024 | 2,976 | $1.6B | $0 | $0 |
| 2023 | 3,000 | $1.4B | $0 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $90,734 | — | $90,734 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,734
- Estimated Expense Ratio: 0.005% 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 |
|---|---|---|---|---|---|
| 2025 | $6,810,271 | $4,654,151 | — | $90,734 | — |
| 2024 | $6,460,506 | $4,391,675 | — | $74,735 | — |
| 2023 | $5,803,039 | $3,912,888 | — | — | $603,942 |