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

> U.A. Plumbers & Steamfitters Local 22 Pension Fund's DB plan: 851 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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