# 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-plan

> Trustees Of The Plumbers Pension Fund, Local 130, U.A.'s DB plan: 3,098 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/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|

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