Plan Snapshot
- Plan Sponsor: Trustees-Plumbers & Pipefitters Local 693 Benefit Pension Plan
- Sponsor EIN: 036021153
- Sponsor Address: 3 GREGORY DRIVE, SOUTH BURLINGTON, VT, 054036061
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $863,643 | $0 |
| 2022 | 162 | $31.4M | $1.5M | $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 |
|---|---|---|---|---|
| LOCAL 693 BUSINESS OFFICE | Other Service Provider | $59,804 | — | $59,804 |
| INVESTMENT PERFORMANCE SERVICES,LLC | Other Service Provider | $40,500 | — | $40,500 |
| GREAT LAKE ADVISORS | Other Service Provider | $19,046 | — | $19,046 |
| CBIZ RETIREMENT PLAN SERVICES | Other Service Provider | $18,700 | — | $18,700 |
| JOHNSTON GLOBAL ADVISORS | Other Service Provider | $12,721 | — | $12,721 |
| NOVAK FRANCELLA LLC | Auditor | $12,000 | — | $12,000 |
| IBEW LOCAL 300 HEALTH & WELFARE FD | Other Service Provider | $10,675 | — | $10,675 |
| KRAKOW & SOURIS, LLC | Other Service Provider | $10,430 | — | $10,430 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,876
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 |
|---|---|---|---|---|---|
| 2023 | $13,645,515 | $74,564 | $70,479 | $12,000 | — |
| 2022 | $379,640 | $238,976 | $14,093 | — | $80,019 |