Plan Snapshot
- Plan Sponsor: U.A. Plumbers & Steamfitters Local 22 Pension Fund
- Sponsor EIN: 160920434
- Sponsor Address: 120 GARDENVILLE PARKWAY, SUITE 3, WEST SENECA, NY, 142241324
- Plan Type: DB
- Plan Number: 001
- Total Participants: 851
- Total Assets: $288.9M
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 | 851 | $288.9M | $19.0M | $0 |
| 2023 | 833 | $271.2M | $17.4M | $0 |
| 2022 | 795 | $255.3M | $15.7M | $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 |
|---|---|---|---|---|
| WILMINGTON TRUST | Other Service Provider | $116,866 | — | $116,866 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $113,696 | — | $113,696 |
| SYSTEMATIC FINANCIAL MANAGEMENT | Other Service Provider | $112,317 | — | $112,317 |
| FEDERATED INVESTMENT CONSULTING | Other Service Provider | $66,883 | — | $66,883 |
| MANNING & NAPIER ADVISORS LLC | Recordkeeper | $66,841 | — | $66,841 |
| USI CONSULTING GROUP | Other Service Provider | $43,100 | — | $43,100 |
| BLITMAN & KING LLP | Other Service Provider | $42,218 | — | $42,218 |
| TRONCONI SEGARRA & ASSOCIATES, LLP | Other Service Provider | $26,125 | — | $26,125 |
| JBM COMPUTER CONSULTANTS | Other Service Provider | $11,823 | — | $11,823 |
| PCA TECHNOLOGY GROUP INC. | Other Service Provider | $7,359 | — | $7,359 |
| SEGAL ADVISORS | Other Service Provider | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANNING & NAPIER ADVISORS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $613,728
- Estimated Expense Ratio: 0.212% 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 | $1,101,780 | $483,103 | — | $26,125 | — |
| 2023 | $1,029,010 | $476,818 | — | $26,451 | — |
| 2022 | $1,035,397 | $513,373 | — | — | $116,366 |