How big is Plumbers Local Union 55's plan?

Plumbers Local Union 55's plan reported $1.3M in assets and 476 participants for 2024.

Original filing (PDF)20251015214221NAL0007493872001

Plumbers Local Union 55

Name: Plumbers Local Union 55 — Plumbers Union Local 55, Form 5500 (2024)
Creator: Plumbers Local Union 55
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Plumbers Union Local 55 Supplemental Unemployment Benefits Fund

Health & welfare plan · Plumbers Local Union 55's Plumbers Union Local 55 Supplemental Unemployment Benefits Fund held $1.3M in plan assets for 476 participants in 2024.

Signals · 4

31% in single holding~613 bps in Sched C feesNo recordkeeper disclosed6 service providers

Active participants

476

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Plumbers Local Union 55's EIN is 34-1269418.

EIN 34-1269418

Plan number 502

Plan year 2024

ACK ID 20251015214221NAL0007493872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Plumbers Local Union 55 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLUMBERS LOCAL UNION 55.

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How this plan invests

This plan

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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

100

Knocking points off

Total administrative cost in the bottom quartile of peers (3rd percentile).

Plan sponsor

Name

PLUMBERS LOCAL UNION 55

EIN

all filings

Address

980 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH · 44131

Phone

(216) 459-0099

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4C · Supplemental unemployment

4Q · Other

Audit & trust (Schedule H)

Auditor

CIUNI & PANICHI, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARINER WEALTH ADVISORS	—	BEACHWOOD, OH	—	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLUMBERS LOCAL UNION 55	34-1269418	—	PLAN SPONSOR	$31K	—

Investments

5 direct securities· $1.2M(96% of reported assets)

Mutual Funds

$789K

3 holdings

Common Collective Trusts

$309K

1 holding

Other securities

$140K

1 holding

					% of plan
Vanguard Short-Term Treasury Fund	Mutual Funds	—	$407K	$379K	29.5%
Vanguard 500 Index Fund	Common Collective Trusts	—	$154K	$309K	24.0%
Vanguard Intermediate-Term Treasury Fund	Mutual Funds	—	$320K	$278K	21.6%
Federated Hermes Governement Obligations Fund	Other securities	—	$140K	$140K	10.9%
Vanguard Inflation-Protected Securities Fund	Mutual Funds	—	$148K	$132K	10.2%