Health & welfare plan · Plumbers & Pipefitters Local 9 Welfare Fund's Plumbers & Pipefitters Local 9 Welfare Plan held $43.7M in plan assets for 659 participants in 2024, with Empower as recordkeeper.
Signals · 3
90% in single holding~408 bps in Sched C fees10 service providers
Active participants
659
Accounts w/ balance
—
Plan assets (EOY)
$43.7M
Net assets (EOY)
$38.9M
People on this filing
Michael Tranberg, Trustee signed Plumbers & Pipefitters Local 9 Welfare Fund's 2024 Form 5500 as plan administrator.
Michael Tranberg, Trustee — Plan Administrator — Form 5500 signer
Phillip Petillo, Trustee — Employer / Plan Sponsor — Form 5500 signer
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE FUND.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
Average plan with room to improve
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.
Compliance & integrity
100
Total plan cost
6
Plan health
71
Vendor & structure
100
Knocking points off
Total administrative cost in the bottom quartile of peers (2nd percentile).
