Original filing (PDF)20250403103615NAL0011399313001

BOARD OF TRUSTEES PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL 776

Name: BOARD OF TRUSTEES PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL 776 — PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO), Form 5500 (2023)
Creator: BOARD OF TRUSTEES PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL 776

Form 5500

FILING_RECEIVED

PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO)

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

234

Accounts w/ balance

—

Plan assets (EOY)

$57.1M

Net assets (EOY)

$57.0M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL 776.

Plan sponsor

Name

BOARD OF TRUSTEES PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL 776

EIN

34-6682531

Address

P.O. BOX 1330 · HOLLAND, OH · 43528

Phone

(419) 248-2401

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-03

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)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN OHIO ADMINISTRATORS	34-1337680	—	NONE	$66K	—
MILLIMAN INC.	91-0675641	—	NONE	$35K	—
SEGAL MARCO ADVISORS	13-2646110	—	NONE	$35K	—
SHUMAKER, LOOPS AND KENDRICK	34-4439491	—	NONE	$21K	—
AMALGAMATED BANK	13-4920330	—	NONE	$12K	—
CLARK, SCHAEFER, HACKETT & CO.

Investments

3 pooled funds· $30.9M(54% 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.

Common Collective Trust

$30.4M

2 holdings

Pooled Separate Account

$540K

1 holding