Plan Snapshot
- Plan Sponsor: Trustees, Plumbers' & Pipefitters' Local Pension Fund
- Sponsor EIN: 430759836
- Sponsor Address: 3640 CORPORATE TRAIL DRIVE, EARTH CITY, MO, 630451122
- Plan Type: DB
- Total Participants: 2,808
- Total Assets: $818.1M
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 | 2,808 | $818.1M | $29.4M | $0 |
| 2023 | 2,636 | $758.7M | $28.1M | $0 |
| 2022 | 2,521 | $686.8M | $26.0M | $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 |
|---|---|---|---|---|
| KENNEDY CAPITAL MANAGEMENT INC | Other Service Provider | $378,277 | — | $378,277 |
| P&P WELFARE EDUCATIONAL FUND | Other Service Provider | $320,124 | — | $320,124 |
| NEWTOWER TRUST COMPANY | Other Service Provider | — | $154,078 | $154,078 |
| ANDERS MINKLER HUBER & HELM LLP | Auditor | $105,505 | — | $105,505 |
| MARQUETTE ASSOCIATES | Other Service Provider | $105,000 | — | $105,000 |
| COMMERCE BANK | Custodian / Trustee | $95,305 | $1,433 | $96,738 |
| PROLOAN BOND FUND LLC | Other Service Provider | $72,389 | — | $72,389 |
| HARTNETT REYES-JONES, LLC | Other Service Provider | $64,647 | — | $64,647 |
| MILLIMAN USA | Recordkeeper | $60,110 | — | $60,110 |
| NORTHERN TRUST CORP | Other Service Provider | $23,819 | — | $23,819 |
| GREENSFELDER, HEMKER AND GALE | Other Service Provider | $18,096 | — | $18,096 |
| CHARLES L. CRANE AGENCY | Recordkeeper | — | $14,270 | $14,270 |
| HITS SCANNING SOLUTIONS | Other Service Provider | $8,432 | — | $8,432 |
| AFL-CIO HOUSING INVESTMENT TRUST | Other Service Provider | $7,406 | — | $7,406 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — Auditor
- MILLIMAN USA — Recordkeeper
- CHARLES L. CRANE AGENCY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,428,891
- Estimated Expense Ratio: 0.175% 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 | $2,342,457 | $1,200,845 | — | $105,505 | — |
| 2023 | $2,078,164 | $1,044,772 | — | — | — |
| 2022 | $1,804,242 | $882,583 | — | — | $153,426 |