Plan Snapshot
- Plan Sponsor: Trustees Of The Upper Peninsula Plumbers & Pipefitters Pension
- Sponsor EIN: 386233970
- Sponsor Address: 5200 W. LOOMIS ROAD, GREENDALE, WI, 53129
- Plan Type: DB
- Total Participants: 182
- Total Assets: $68.0M
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 | 182 | $68.0M | $0 | $0 |
| 2023 | 180 | $64.9M | $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 |
|---|---|---|---|---|
| BENDA, GRACE, STULZ & COMPANY, P.C. | Auditor | $19,500 | — | $19,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,500
- Estimated Expense Ratio: 0.029% 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 | $431,644 | $107,384 | $64,234 | $19,500 | — |
| 2023 | $300,838 | $101,884 | $73,682 | — | $86,258 |