Original filing (PDF)20241014140705NAL0052600546001

TRUSTEES-PLUMBERS & PIPEFITTERS LOCAL 693 BENEFIT PENSION PLAN

Name: TRUSTEES-PLUMBERS & PIPEFITTERS LOCAL 693 BENEFIT PENSION PLAN — PLUMBER & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: TRUSTEES-PLUMBERS & PIPEFITTERS LOCAL 693 BENEFIT PENSION PLAN

Form 5500

FILING_RECEIVED

PLUMBER & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

8 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES-PLUMBERS & PIPEFITTERS LOCAL 693 BENEFIT PENSION PLAN.

Plan sponsor

Name

TRUSTEES-PLUMBERS & PIPEFITTERS LOCAL 693 BENEFIT PENSION PLAN

EIN

03-6021153

Address

3 GREGORY DRIVE · SOUTH BURLINGTON, VT · 054036061

Phone

(802) 864-4042

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-05-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOCAL 693 BUSINESS OFFICE	03-0210219	—	RELATED ORG	$60K	—
INVESTMENT PERFORMANCE SERVICES,LLC	58-2432390	—	NONE	$41K	—
GREAT LAKE ADVISORS	80-0292839	—	NONE	$19K	—
CBIZ RETIREMENT PLAN SERVICES	31-1582098	—	NONE	$19K	—
JOHNSTON GLOBAL ADVISORS	13-3257590	—	NONE	$13K	—
NOVAK FRANCELLA LLC	61-1436956	—	NONE	$12K	—
IBEW LOCAL 300 HEALTH & WELFARE FD	23-7293087	—	NONE	$11K	—
KRAKOW & SOURIS, LLC	04-3363718	—	NONE	$10K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.