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Original filing (PDF)20260309171242NAL0002482401001
TRUSTEES OF PLUMBERS LOCAL 773 PENSION PLAN
Form 5500
FILING_RECEIVED
UNITED ASSOCIATION PLUMBERS LOCAL 773 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
282
Accounts w/ balance
—
Plan assets (EOY)
$112.2M
Net assets (EOY)
$112.2M
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
- 29 bps in Schedule C fees — 192% above peer band of 10 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 LOCAL 773 PENSION PLAN.
Plan sponsor
Name
TRUSTEES OF PLUMBERS LOCAL 773 PENSION PLAN
EIN
23-7114547
Address
P.O. BOX 312 · GLENS FALLS, NY · 128010312
Phone
(518) 792-0586
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
LOCAL UNION 773 PENSION FUND
EIN
23-7114547
City
GLENS FALLS, NY
Phone
(518) 792-0586
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 93-6207280 | CHARLOTTE, NC | NONE | $84K | — |
| COLUMBIA FIS INTERM | 13-3180631 | — | NONE | $63K | — |
| BOLTON PARTNERS NORTHEAST, INC. | 27-3666661 | TRENTON, NJ | NONE | $43K | — |
| KRAKOW SOURIS & LANDRY, LLC | 04-3363718 | BOSTON, MA | NONE | $40K | — |
| JOSEPH MCCARTHY ASSOCIATES | 16-1120588 | BALDWINSVILLE, NY | NONE | $24K | — |
| LOOMIS SAYLES | 04-3200030 | PITTSBURGH, PA | NONE | $21K | — |
| BOSTON PARTNERS | 98-0202744 | BOSTON, MA | NONE | $21K | — |
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | NONE | $18K | — |
| COHEN & STEERS | 13-3353336 | NEW YORK, NY | NONE | $13K | — |
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.