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
- 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. |
|---|---|---|---|---|
| 2025 | 947 | $101.8M | $0 | $0 |
| 2024 | 849 | $86.9M | $0 | $0 |
| 2023 | 807 | $72.5M | $0 | $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 |
|---|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES LLP | Auditor | $15,116 | — | $15,116 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRONCONI SEGARRA & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,116
- Estimated Expense Ratio: 0.015% 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 |
|---|---|---|---|---|---|
| 2025 | $292,328 | $77,468 | — | $15,116 | — |
| 2024 | $276,993 | $97,112 | — | $15,013 | — |
| 2023 | $189,470 | $52,666 | — | — | $39,561 |