# Trustees Plumbers & Fitters Local Union 295 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-plumbers-fitters-local-union-295-pension-fund-plan

> Trustees Plumbers & Fitters Local Union 295 Pension Fund's DB plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sugarman-and-susskind-pa) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/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|

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