# U.A. Plumbers And Steamfitters Local No. 22 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/u-a-plumbers-and-steamfitters-local-no-22-annuity-fund-770596978-001

> U.A. Plumbers And Steamfitters Local No. 22 Annuity Fund's DC plan: 947 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.A. Plumbers And Steamfitters Local No. 22 Annuity Fund

- **Sponsor EIN:** 770596978

- **Sponsor Address:** 120 GARDENVILLE PARKWAY, SUITE 3, WEST SENECA, NY, 142241324

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 947

- **Total Assets:** $101.8M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|947|$101.8M|$10.2M|$0|

| 2023|849|$86.9M|$7.5M|$0|

| 2022|807|$72.5M|$6.5M|$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|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$77,467|—|$77,467|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$47,797|—|$47,797|

| BLITMAN & KING, LLP|Other Service Provider|$22,690|—|$22,690|

| TRONCONI SEGARRA & ASSOCIATES|Other Service Provider|$15,116|—|$15,116|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $163,070

- **Estimated Expense Ratio:** 0.160% 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|$292,328|$77,468|—|$15,116|—|

| 2023|$276,993|$97,112|—|$15,013|—|

| 2022|$189,470|$52,666|—|—|$39,561|

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