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
- 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. |
|---|---|---|---|---|
| 2025 | 851 | $288.9M | $0 | $0 |
| 2024 | 833 | $271.2M | $0 | $0 |
| 2023 | 795 | $255.3M | $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 | Auditor | $26,125 | — | $26,125 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,125
- Estimated Expense Ratio: 0.009% 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 | $1,101,780 | $483,103 | — | $26,125 | — |
| 2024 | $1,029,010 | $476,818 | — | $26,451 | — |
| 2023 | $1,035,397 | $513,373 | — | — | $116,366 |