Original filing (PDF)20260202090201NAL0002088832001

PLUMBERS LOCAL UNION NO 24 WELFARE FUND

Name: PLUMBERS LOCAL UNION NO 24 WELFARE FUND — Form 5500 (2024)
Creator: PLUMBERS LOCAL UNION NO 24 WELFARE FUND

Form 5500

FILING_RECEIVED

Health & welfare plan

Signals · 3

~249 bps in Sched C feesNo recordkeeper disclosed11 service providers

Active participants

598

Accounts w/ balance

—

Plan assets (EOY)

$43.2M

Net assets (EOY)

$39.7M

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

/ 100

Grade C

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

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS LOCAL UNION NO 24 WELFARE FUND.

Plan sponsor

Name

PLUMBERS LOCAL UNION NO 24 WELFARE FUND

EIN

22-6044230

Address

PO BOX 1028 · 830 BEAR TAVERN ROAD · WEST TRENTON, NJ · 086280230

Phone

(973) 473-5544

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-02

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4C · Supplemental Unemployment

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Service providers (Schedule C)

11 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HORIZON HEALTHCARE SERVICES, INC	22-0999690	NEWARK, NJ	NONE	$402K	—
I E SHAFFER & CO	22-1750854	WEST TRENTON, NJ	NONE	$342K	—
LABOR FIRST LLC	06-1750191

Investments

1 pooled fund· $1.6M(4% 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.

			% of plan
NT COMMON EAFE INDEX FUND - NON LND NORTHERN TRUST INVESTMENTS, INC · EIN 45-6626196 / PN 001	Common Collective Trust	$1.6M	3.8%

1–1 of 1

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