# UA Plumbers & Steamfitters Local 22 Pension Plan

UA Plumbers & Steamfitters Local 22 Pension Plan is a Pension Fund based in West Seneca, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** West Seneca, United States
- **Region:** North America
- **Address:** West Seneca, NY, United States
- **Assets under management:** Undisclosed
- **Website:** ualocal22.com
- **LinkedIn:** https://www.linkedin.com/company/ua-local-22-plumbers-and-steamfitters

## Regulatory record

- **Reports private funds:** No

## About

The United Association of Plumbers & Steamfitters Local 22 Pension Plan is a defined-benefit pension plan serving members of Local 22, a union covering plumbing, pipefitting, and HVAC service workers primarily in Erie, Niagara, and surrounding counties. It forms part of the U.A. Plumbers & Steamfitters Local 22 Benefit Funds, a broader collection of trust funds that also provides health and annuity benefits. The pension plan is governed by a joint board of trustees—half appointed by the union and half by contributing employers—whose fiduciary duty is to ensure the plan can meet its actuarial obligations to current retirees and vested participants over multi-decade horizons. The plan builds its portfolio across a fairly standard institutional mix for a mid-sized Taft-Hartley fund, including public equities and fixed income but increasingly characterized by private-market allocations typical of plans seeking enhanced returns to close funding gaps. Investment policy tends to emphasize capital preservation and stable, risk-adjusted returns. Allocations commonly observed in similar pension vehicles include core and core-plus real estate, infrastructure debt and equity, private credit, and middle-market private equity. Geographic exposure is overwhelmingly domestic, consistent with the local membership base. Specific external manager relationships are not publicly disclosed, though funds of this profile frequently deploy capital via investment consultants and fund-of-funds structures rather than large internal teams. Publicly available data on the plan's precise asset size, team headcount, or specific outside managers remains absent. The plan's administrative office is located at the Local 22 union hall in West Seneca. Recent Form 5500 filings, a common source for Taft-Hartley AUM and service-provider information, would provide the clearest picture of its current scale and advisory relationships. Multi-employer plans like Local 22 occupy a distinctive structural position in institutional capital. Unlike corporate or public pension funds, they are governed by trustees representing both labor and management, creating a negotiation dynamic in asset allocation that often skews conservative. Decisions typically require consensus between the two sides, which shapes fee sensitivity and manager selection. The mandate is longevity: outlast any single employer's business cycle and deliver promised benefits to members who spend careers moving between contributing contractors.

## Sectors

- Real Estate
- Infrastructure
- Private Credit
- Private Equity

## People

- Rich Evans — Business Manager
- Dan Frankowski
- Lou Rodriguez
- Jeff Zubler
- Steve Hoover — Funds Office
- Brittany DeCarlo — Administrative Assistant
- Vanessa Macey
- Joel Brock — Training Department
- Adam Radwan — Training Department
- Barbara Zellner
- Andrea Sharp
- Amanda Land

## Questions

### How does a Taft-Hartley plan's structure influence its investment posture?

As a multi-employer Taft-Hartley plan, the fund sits at the intersection of labor and management interests, which creates a structurally conservative governance framework. Major investment decisions require consensus between union and employer trustees. This dynamic often produces a preference for transparent, fee-sensitive strategies and a measured pace of adoption for newer alternative asset classes. The plan's long-dated liability stream—paying pensions for the lifetime of retired members—supports allocations to illiquid asset classes like private equity and infrastructure, albeit with a focus on income-producing and core assets.

## Related profiles

- [United Association of Journeymen and Apprentices of the Plumbing and Pipe Fitting Industry (UA)](https://altss.com/profile/united-association-of-journeymen-and-apprentices-of-the-plumbing-and-pipe-fitting-industry-ua)
- [UA Plumbers & Steamfitters Local 267](https://altss.com/profile/united-association-of-plumbers-steamfitters-local-267)

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Last updated: 2026-08-11T02:43:31.692Z

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