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Original filing (PDF)20251208202338NAL0002488097001
TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND
Health & welfare plan
Signals · 3
~691 bps in Sched C feesNo recordkeeper disclosed16 service providers
Active participants
581
Accounts w/ balance
—
Plan assets (EOY)
$22.2M
Net assets (EOY)
$20.2M
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
- 691 bps in Schedule C fees — 2282% above peer band of 29 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 TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND.
Plan sponsor
Name
TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND
EIN
35-6022383
Address
625 ENTERPRISE DRIVE · OAK BROOK, IL · 60523
Phone
(630) 472-0626
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERSIDE HEALTH LLC | 83-0674262 | — | NONE | $723K | — |
| ANTHEM INSURANCE COMPANIES, INC | 35-0781558 | — | NONE | $290K | — |
| BENEFIT MANAGEMENT GROUP, INC | 20-0188125 | — | NONE | $231K | — |
| TFBC LLC | 27-3782504 | — | NONE | $50K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $48K | — |
| DELTA DENTAL | 35-1545647 | — | NONE | $33K | — |
| JOHNSON & KROL, LLC | 36-4342024 | — | NONE | $28K | — |
| INETICO, LLC (DBA VALENZ CARE) | 36-4869660 | — | NONE | $24K | — |
| STRATEGIC CAP INVEST ADVISORS, INC | 36-4268991 | — | NONE | $23K | — |
| OPTUM RX | 33-0441200 | — | NONE | $18K | — |
| HUNT INSURANCE AGENCY | 36-2730032 | — | NONE | $15K | — |
| EMPLOYEE RESOURCE SYSTEMS | 36-3867645 | — | NONE | $12K | — |
| PILLAR RX CONSULTING, LLC | 83-0714696 | — | NONE | $10K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $9K | — |
| TED WINDSOR & ASSOCIATES, LLC | 36-4374704 | — | NONE | $9K | — |
| SOMMERS & FAHRENBACH | 36-1796440 | — | 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.