Plan Snapshot
- Plan Sponsor: Trustees Plumbers & Fitters Local Union 295 Pension Fund
- Sponsor EIN: 596486522
- Sponsor Address: 8657 BAYPINE ROAD BLDG. 5 STE 200, JACKSONVILLE, FL, 322568634
- Plan Type: DB
- Total Participants: 310
- Total Assets: $71.5M
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 | 310 | $71.5M | $4.1M | $0 |
| 2023 | 244 | $59.5M | $3.4M | $0 |
| 2022 | 259 | $49.7M | $3.4M | $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 |
|---|---|---|---|---|
| ATALANTA SOSNOFF CAPITAL LLC | NONE | $178,099 | — | $178,099 |
| COLUMBIA INVESTMENT MANAGEMENT | NONE | $173,952 | — | $173,952 |
| KARPUS INVESTMENT MANAGEMENT, INC. | NONE | $113,268 | — | $113,268 |
| NATIONAL EMPLOYEE BENEFITS ADMINIST | NONE | $79,500 | — | $79,500 |
| SUGARMAN, SUSSKIND, BRASWELL, & HER | NONE | $42,000 | — | $42,000 |
| NOVAK FRANCELLA LLC | NONE | $37,250 | — | $37,250 |
| SOUTHERN ACTUARIAL SERVICES COMPANY | NONE | $26,500 | — | $26,500 |
| PENSION FUND EVALUATIONS, INC. | NONE | $20,000 | — | $20,000 |
| PNC BANK NA | NONE | $18,501 | — | $18,501 |
| DSF ADVISORS LLC | NONE | — | $9,333 | $9,333 |
| UA OF JOURNEYMEN & 295 PPF | NONE | $8,071 | — | $8,071 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUGARMAN, SUSSKIND, BRASWELL, & HER — NONE
- NOVAK FRANCELLA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $706,474
- Estimated Expense Ratio: 0.988% 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 | $753,617 | $494,652 | $79,500 | $32,750 | — |
| 2023 | $587,613 | $372,410 | $79,500 | $34,179 | — |
| 2022 | $628,253 | $426,623 | $79,500 | — | $59,617 |