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Original filing (PDF)20250818090009NAL0001069793001
BOARD OF TRUSTEES NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS
Form 5500
FILING_RECEIVED
NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,185
Accounts w/ balance
—
Plan assets (EOY)
$259.7M
Net assets (EOY)
$259.5M
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
- 16 bps in Schedule C fees — 64% 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 BOARD OF TRUSTEES NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS.
Plan sponsor
Name
BOARD OF TRUSTEES NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS
DBA
PENSION PLAN AND TRUST
EIN
34-6502487
Address
7570 CAPLE BLVD STE B · NORTHWOOD, OH · 43619
Phone
(419) 662-1388
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
TITUS & URBANSKI INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TITUS & URBANSKI, INC. | 34-1695540 | TOLEDO, OH | AUDITOR | $22K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA | 42-1741646 | DETROIT, MI | NONE | $125K | — |
| NOVARA LAW GROUP, PLLC | 38-3763096 | TROY, MI | NONE | $72K | — |
| MARQUETTE ASSOCIATES, INC. | 36-3485298 | CHICAGO, IL | NONE | $60K | — |
| CUNI, RUST, AND STRENK | 31-1227755 | CINCINNATI, OH | NONE | $60K | — |
| BENESYS, INC. | 38-2383171 | TROY, MI | NONE | $45K | — |
| STEFANSKY, HOLLOWAY & NICHOLS | 38-2388845 | NORTHVILLE, MI | NONE | $35K | — |
| MACQUEEN AND ASSOCIATES LLC | 20-0495393 | ROYAL OAK, MI | NONE | $7K | — |
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.