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Original filing (PDF)20251201102932NAL0010441073001
TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND
Defined-benefit pension plan
Signals · 3
55% in single holdingNo recordkeeper disclosed12 service providers
Active participants
572
Accounts w/ balance
—
Plan assets (EOY)
$155.5M
Net assets (EOY)
$155.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: NIS CORE FIXED INCOME FUND, LLC (extraction pending)]" is 55% of plan.
- 36 bps in Schedule C fees — 259% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND.
Plan sponsor
Name
TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND
EIN
35-6212986
Address
625 ENTERPRISE DR. · 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
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-01
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC CAPITAL INV. ADVISORS | 36-4268991 | — | NONE | $191K | — |
| BENEFITS MANAGEMENT GROUP INC. | 20-0188125 | — | NONE | $67K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $60K | — |
| CLARION LIONS INDUSTRIAL PROPERTIES | — | NEW YORK, NY | NONE | $41K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $37K | — |
| HUNT INSURANCE AGENCY | 36-2730032 | — | NONE | $31K | — |
| CLARION LION PROPERTIES FUND LP | 13-4087331 | — | NONE | $31K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | — | SEATTLE, WA | NONE | $29K | — |
| TED WINDSOR & ASSOCIATES | 36-4374704 | — | NONE | $26K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $17K | — |
| JOHNSON & KROL LLC | 36-4342024 | — | NONE | $17K | — |
| SOMMERS & FAHRENBACH | 36-1796440 | — | NONE | $11K | — |
Investments
6 pooled funds· $26.5M(17% 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
$20.7M
5 holdings
103-12 Investment Entity
$5.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NIS CORE FIXED INCOME FUND NATIONAL INVESTMENT SERVICES OF AMERICA, INC. · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $14.5M | 9.4% | |
| WASHINGTON CAPITAL JOINT MASTER TRU WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $5.8M | 3.7% | |
| U.S. CORE PARTNERS COLLECTIVE INVES BENEFIT TRUST COMPANY · EIN 87-6914227 / PN 341 | Common Collective Trust | — | — | $3.0M | 1.9% | |
| NIS TOTAL ABSOLUTE RETURN FUND LLC NATIONAL INVESTMENT SERVICES OF AMERICA, INC. · EIN 45-4783986 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.0% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.7% | |
| NIS HIGH YIELD FUND NATIONAL INVESTMENT SERVICES OF AMERICA, INC. · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $627K | 0.4% |