# Trustees Of The Upper Peninsula Plumbers & Pipefitters Pension DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-upper-peninsula-plumbers-pipefitters-pension-plan

> Trustees Of The Upper Peninsula Plumbers & Pipefitters Pension's DB plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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|

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