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Original filing (PDF)20260202090201NAL0002088832002
PLUMBERS PENSION FUND LOCAL 24 BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
UA PLUMBERS LOCAL 24 PENSION FUND
Defined-benefit pension plan
Signals · 3
36% in single holdingNo recordkeeper disclosed18 service providers
Active participants
569
Accounts w/ balance
—
Plan assets (EOY)
$207.8M
Net assets (EOY)
$207.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
82
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: THE UNION LABOR LIFE INS. CO. SEPARATE ACCOUNT J (extraction pending)]" is 36% of plan.
- 56 bps in Schedule C fees — 461% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS PENSION FUND LOCAL 24 BOARD OF TRUSTEES.
Plan sponsor
Name
PLUMBERS PENSION FUND LOCAL 24 BOARD OF TRUSTEES
EIN
22-6042823
Address
PO BOX 1028 · 830 BEAR TAVERN ROAD · WEST TRENTON, NJ · 086280230
Phone
(609) 883-6688
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
PLUMBERS PENSION LOCAL 24 BOARD OF TRUSTEES
EIN
22-6042823
City
WEST CALDWELL, NJ
Phone
(609) 718-1323
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-02
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
GERSON & ASSOC CPAS AND ADVISORS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I E SHAFFER & CO | 22-1750854 | — | NONE | $169K | — |
| J P MORGAN INVESTMENT ADVISORS | 31-1192865 | — | NONE | $119K | — |
| EAGLE CAPITAL MANAGEMENT | 22-3361201 | — | NONE | $118K | — |
| SAGE ADVISORY | 74-2798841 | — | NONE | $98K | — |
| WCM INVESTMENT MANAGEMENT LLC | 95-3046237 | LAGUNA BEACH, CA | NONE | $97K | — |
| PLUMBERS LOCAL UNION NO. 24 | 26-4708098 | WEST CALDWELL, NJ | AFFILIATED LOCAL UNION | $75K | — |
| CRAWFORD INVESTMENT COUNSEL, INC | — | ATLANTA, GA | NONE | $70K | — |
| WEAVER C. BARKSDALE & ASSOCIATES | 62-1217255 | — | NONE | $68K | — |
| THE UNION LABOR LIFE INSURANCE CO | 13-1423090 | SILVER SPRING, MD | NONE | $60K | — |
| DA GERSON, CPA & ADVISORS | 22-3163246 | — | NONE | $59K | — |
| BASIL CASTROVINCI ASSOCIATES | 13-2835100 | HOPATCONG, NJ | NONE | $51K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $50K | — |
| MORGAN STANLEY GRAYSTONE | 26-4310632 | — | NONE | $34K | — |
| MANNING AND NAPIER ADVISORS | 45-3328488 | — | NONE | $33K | — |
| LINDABURY MCCORMICK & ESTABROOK | 22-1943351 | — | NONE | $25K | — |
| ORANSKY, SCARAGGI, BORG & ABBAMMONT | 22-3522685 | — | NONE | $20K | — |
| ZAZZALI, FAGELLA, NOWAK, ET AL | 22-1973215 | NEWARK, NJ | NONE | $11K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | CHICAGO, IL | NONE | $10K | — |
Investments
3 pooled funds· $30.7M(15% 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.
Common Collective Trust
$19.5M
2 holdings
Pooled Separate Account
$11.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UNION LABOR LIFE INS CO SEP ACCT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | — | $11.2M | 5.4% | |
| NT COLLECTIVE EAFE INDEX FD NONLEND NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 024 | Common Collective Trust | — | — | $10.9M | 5.2% | |
| NT COLLECTIVE RUSSELL 1000 GR IN FD NORTHERN TRUST INVESTMENTS, INC · EIN 45-6135859 / PN 099 | Common Collective Trust | — | — | $8.6M | 4.1% |