Original filing (PDF)20251015214221NAL0007493872001

PLUMBERS LOCAL UNION 55

Name: PLUMBERS LOCAL UNION 55 — PLUMBERS UNION LOCAL 55 SUPPLEMENTAL UNEMPLOYMENT BENEFITS FUND, Form 5500 (2024)
Creator: PLUMBERS LOCAL UNION 55

Form 5500

FILING_RECEIVED

PLUMBERS UNION LOCAL 55 SUPPLEMENTAL UNEMPLOYMENT BENEFITS FUND

Health & welfare plan

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

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 (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS LOCAL UNION 55.

Plan sponsor

Name

PLUMBERS LOCAL UNION 55

EIN

34-1269418

Address

980 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH · 44131

Phone

(216) 459-0099

Industry

Finance & Insurancesee all

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

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLUMBERS LOCAL UNION 55	34-1269418	—	PLAN SPONSOR	$31K	—
CIUNI & PANICHI, INC.	34-1322309	—	—	$20K	—
THE SEGAL COMPANY	13-1975125	—	—	$10K	—
MARINER WEALTH ADVISORS	—	BEACHWOOD, OH	—	$7K	—
FAULKNER HOFFMAN & PHILLIPS LLC	—	CLEVELAND, OH	—	$6K	—
CONTEMPORARY ACCOUNTING LLC

Investments

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

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Short-Term Treasury Fund	—	—	$407K	$379K	29.5%
Vanguard 500 Index Fund	—	—	$154K	$309K	24.0%
Vanguard Intermediate-Term Treasury Fund	—	—	$320K	$278K	21.6%
Federated Hermes Governement Obligations Fund	—	—	$140K	$140K	10.9%

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DISTRICT 1199J NEW JERSEY HEAL