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Original filing (PDF)20260130083749NAL0007097808001
THE BOARD OF TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 421
Form 5500
FILING_RECEIVED
PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 421 VACATION FUND
Health & welfare plan
Signals · 1
~1424 bps in Sched C fees
Active participants
34
Accounts w/ balance
—
Plan assets (EOY)
$104K
Net assets (EOY)
$84K
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1424 bps in Schedule C fees — 801% above peer band of 158 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOARD OF TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 421.
Plan sponsor
Name
THE BOARD OF TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 421
EIN
11-3834795
Address
2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL · 33028
Phone
(954) 266-6322
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-30
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
LAPADULA, CARLSON & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFIT ADMIN | 65-0498809 | — | NONE | $10K | — |
| LAPADULA CARLSON & CO | 65-0292391 | — | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.