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Original filing (PDF)20251218094035NAL0002519907002
PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND
Form 5500
FILING_RECEIVED
PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND
Health & welfare plan
Signals · 3
~459 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
1,109
Accounts w/ balance
—
Plan assets (EOY)
$45.0M
Net assets (EOY)
$20.3M
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
- 459 bps in Schedule C fees — 1483% 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 PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND.
Plan sponsor
Name
PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND
EIN
36-2510895
Address
1903 52ND AVE · MOLINE, IL · 61265
Phone
(309) 788-4569
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-18
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERSIDE HEALTH/ACTIVATE/MARATHON | — | NOVI, MI | NONE | $983K | — |
| P&P LOCAL 25 FRINGE BENEFIT FUNDS L | 82-2768063 | ROCK ISLAND, IL | NONE | $471K | — |
| MIDWEST ASSOCIATION OF H&W FUNDS | 20-0489036 | — | RELATED PARTY | $224K | — |
| BLUE CROSS BLUE SHIELD | 36-1236610 | CHICAGO, IL | NONE | $145K | — |
| HINES & ASSOC | 36-3545085 | ELGIN, IL | NONE | $65K | — |
| RJ LEE AND ASSOCIATES | — | MOLINE, IL | NONE | $30K | — |
| DANA INVESTMENTS | 39-1512278 | — | NONE | $23K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | CHICAGO, IL | NE | $19K | — |
| BAUM SIGMAN AUERBACH & NEUMAN | — | CHICAGO, IL | NONE | $18K | — |
| VISION SERVICE PLAN | 20-0891619 | — | NONE | $18K | — |
| HEALTH LINX | — | COLUMBUS, OH | NONE | $15K | — |
| BARTLETT & CO. LLC | 45-4316696 | CINCINNATI, OH | NONE | $14K | — |
| MILLIMAN | 91-0675641 | CHICAGO, IL | NONE | $13K | — |
| QUAD CITY BANK & TRUST | — | MOLINE, IL | NONE | $11K | — |
| INVESTMENT CONSULTING GROUP | — | DAVENPORT, IA | NONE | $10K | — |
| SANDS CAPITAL MANAGEMENT, LLC | — | ARLINGTON, VA | NONE | $5K | — |
| OPTUM RX | 33-0441200 | — | NONE | $0 | — |
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.
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