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Original filing (PDF)20251014162003NAL0004512304001
TRUSTEES OF THE PLUMBERS AND PIPEFITTERS LOCAL 653 PENSION FUND
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL 653 PENSION FUND
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
82
Accounts w/ balance
—
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
100
Participation health
100
Knocking points off
- Top holding "[DFE: AFL-CIO BUILDING INVESTMENT TRUST (extraction pending)]" is 100% of plan.
- 47 bps in Schedule C fees — 64% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF THE PLUMBERS AND PIPEFITTERS LOCAL 653 PENSION FUND.
Plan sponsor
Name
TRUSTEES OF THE PLUMBERS AND PIPEFITTERS LOCAL 653 PENSION FUND
EIN
36-3378963
Address
116 S CHESTNUT ST · CENTRALIA, IL · 628013416
Phone
(618) 532-3351
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
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
SCHEFFEL BOYLE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EKON ADVISORS | 47-4491266 | ST. LOUIS, MO | NONE | $31K | — |
| EKON BENEFITS | 43-1317863 | ST. LOUIS, MO | NONE | $31K | — |
| PLUMBERS & PIPEFITTERS LOCAL 653 | 37-0518746 | CENTRALIA, IL | PLAN SPONSOR | $9K | — |
| SCHEFFEL BOYLE | 37-1206530 | BELLEVILLE, IL | NONE | $8K | — |
Investments
1 pooled fund· $1.5M(9% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $1.5M | 8.9% |