# U.A. Plumbers & Steamfitters Local 22 Pension Fund DB Plan
Source: https://planprovider.pro/companies/u-a-plumbers-steamfitters-local-22-pension-fund-160920434-001

> U.A. Plumbers & Steamfitters Local 22 Pension Fund's DB plan: 851 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 & 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](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

## Similar Plans

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- [Metal Trades Branch Local 638 Pension Fund](https://planprovider.pro/companies/metal-trades-branch-local-638-pension-fund-plan) — 3,333 participants

- [Steamfitters Industry Security Benefit Fund Board Of Trustees](https://planprovider.pro/companies/steamfitters-industry-security-benefit-fund-board-of-trustees-136149681-504) — 3,281 participants

- [Plumbers Local Union No. 1 Welfare Fund](https://planprovider.pro/companies/plumbers-local-union-no-1-welfare-fund-111538293-503) — 2,647 participants

- [Steamfitters Industry Welfare Fund Board Of Trustees](https://planprovider.pro/companies/steamfitters-industry-welfare-fund-board-of-trustees-131545680-502) — 2,208 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/u-a-plumbers-steamfitters-local-22-pension-fund-160920434-001)

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