Back to filter
Original filing (PDF)20260223061329NAL0000702403001
PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND
Health & welfare plan
Signals · 4
33% in single holding~413 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
797
Accounts w/ balance
—
Plan assets (EOY)
$21.3M
Net assets (EOY)
$20.2M
How this plan invests
This plan
4 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm" is 33% of plan.
- 413 bps in Schedule C fees — 1325% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND.
Plan sponsor
Name
PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND
EIN
31-6171908
Address
1200 EAST SECOND STREET · DAYTON, OH · 45403
Phone
(937) 461-5652
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-23
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | NONE | $604K | — |
| COMMUNITY INSURANCE COMPANY | 31-1440175 | — | NONE | $96K | — |
| UNITED ACTUARIAL SERVICES INC | 35-2156428 | — | NONE | $73K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $35K | — |
| SAV-RX PRESCRIPTION SERVICES | 86-1323040 | — | NONE | $33K | — |
| LEDBETTER PARISI, LLC | 03-0599899 | — | NONE | $26K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | — | NONE | $13K | — |
Investments
4 direct securities· $19.9M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | $4.3M | $6.7M | 31.3% | |
| Baird Intermediate Bond Fund | — | — | $6.6M | $6.6M | 30.8% | |
| TCW Core Plus Bond Fund | — | — | $6.7M | $6.6M | 30.8% | |
| Federated Hermes Government Obligations Fund | — | — | $122K | $122K | 0.6% |