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Original filing (PDF)20260114123000NAL0015732049001
PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACO
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN
Defined-benefit pension plan
Signals · 3
41% in single holdingNo recordkeeper disclosed10 service providers
Active participants
1,053
Accounts w/ balance
—
Plan assets (EOY)
$202.1M
Net assets (EOY)
$200.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
80
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Total Market Index Fund" is 41% of plan.
- 34 bps in Schedule C fees — 238% 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 & PIPEFITTERS LOCAL NO 189 AND MCACO.
Plan sponsor
Name
PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACO
EIN
31-0894807
Address
1230 KINNEAR ROAD · COLUMBUS, OH · 432121154
Phone
(614) 486-5203
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
PLUMBERS & PIPEFITTERS LOCAL NO 189 H&W FUND ADMINISTRATOR'S ACCOUNT
EIN
31-0635546
City
COLUMBUS, OH
Phone
(614) 486-5203
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO | 13-2646110 | — | NONE | $244K | — |
| P&P NO. 189 H&W FUND ADMINISTRATORS | 31-6035546 | — | RELATED ADMINISTRATOR | $164K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $117K | — |
| WA US CORE PLUS LLC | 95-2705767 | — | NONE | $39K | — |
| VORYS, SATER, SEYMOUR & PEASE | 31-4333125 | — | NONE | $35K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $32K | — |
| BRIDGE BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $18K | — |
| COMERICA | 31-6083746 | — | NONE | $15K | — |
| LANZ PRINTING COMPANY | 31-1424280 | — | NONE | $9K | — |
| WESTERN ASSET MANAGEMENT CO. | 26-0567600 | — | NONE | $9K | — |
Investments
8 direct securities · 3 pooled funds· $197.8M(98% 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.
Uncategorized
$189.5M
8 holdings
Common Collective Trust
$8.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | — | — | $57.7M | $80.6M | 39.9% | |
| Baird Aggregate Bond Fund | — | — | $39.1M | $39.1M | 19.4% | |
| Metropolitan West Return Bond Fund | — | — | $39.0M | $39.0M | 19.3% | |
| Fidelity International Index Fund | — | — | $23.9M | $27.5M | 13.6% | |
| SEI CORE PROPERTY COLLECTIVE FUND SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $2.9M | $7.7M | 3.8% | |
| Mesrow Financial Real Estate Value Fund | — | — | $1.9M | $1.9M | 0.9% | |
| Comerica Short Term Fund | — | — | $1.0M | $1.0M | 0.5% | |
| SEI ENERGY DEBT CIT SEI TRUST COMPANY · EIN 47-4093583 / PN 082 | Common Collective Trust | — | $541K | $636K | 0.3% | |
| Private Equity Core Fund XI | — | — | $274K | $274K | 0.1% | |
| Interest bearing cash | — | — | $51K | $51K | <0.1% | |
| SEI STRUCTURED CREDIT COLLECTIVE SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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