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Original filing (PDF)20241010155512NAL0021387537002
TRUSTEES OF PLUMBERS PIPE FITTERS & APPRENTICES LOCAL 112 PENSION FUND
Form 5500
FILING_RECEIVED
PLUMBERS, PIPEFITTERS & APPRENTICES LOCAL 112 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
331
Accounts w/ balance
—
Plan assets (EOY)
$82.0M
Net assets (EOY)
$81.6M
How this plan invests
This plan
3 collective trusts
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)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 297% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
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 TRUSTEES OF PLUMBERS PIPE FITTERS & APPRENTICES LOCAL 112 PENSION FUND.
Plan sponsor
Name
TRUSTEES OF PLUMBERS PIPE FITTERS & APPRENTICES LOCAL 112 PENSION FUND
EIN
16-6052007
Address
11 GRISWOLD STREET · BINGHAMTON, NY · 139041511
Phone
(607) 722-1883
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
DANIEL CROCKER
EIN
16-6052007
City
BINGHAMTON, NY
Phone
(607) 722-1883
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-10
Pension benefit codes
1B · Flat-dollar DB formula
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVE T. VANAUKEN | 16-6052007 | — | NONE | $102K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | NONE | $80K | — |
| MELISSA NATALE | 16-6052007 | — | NONE | $65K | — |
| O'SULLIVAN ASSOCIATES | 20-8199367 | — | NONE | $50K | — |
| BLITMAN & KING | 16-1047304 | — | NONE | $47K | — |
| ABERDEEN STANDARD INVESTMENTS INC. | 51-0368279 | — | NONE | $46K | — |
| SEGAL ADVISORY | 13-1835864 | — | NONE | $43K | — |
| CLOVER CAPITAL MANAGEMENT | 16-1263400 | — | NONE | $29K | — |
| SEI TRUST COMPANY | 06-1271230 | — | NONE | $26K | — |
| D'ARCANGELO & CO. LLP | 13-2550103 | UTICA, NY | NONE | $19K | — |
| JOSEPH MCCARTHY & ASSOCIATES | 16-1120588 | BALDWINSVILLE, NY | NONE | $14K | — |
Investments
3 pooled funds· $42.5M(52% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW CORE BOND FUND AMALGAMATED BANK · EIN 13-4920330 / PN 005 | Common Collective Trust | $18.5M | 22.6% |
| PIMCO ALL ASSET COLLECTIVE TRUST SEI TRUST COMPANY · EIN 27-0834112 / PN 002 | Common Collective Trust | $17.1M | 20.9% |
| ABERDEEN ASSET MANAGEMENT INC. ABERDEEN · EIN 36-7180580 / PN 005 | Common Collective Trust | $6.8M | 8.3% |