Original filing (PDF)20251010102219NAL0012312688003

ATLANTA PLUMBERS & STEAMFITTERS RETIREE

Name: ATLANTA PLUMBERS & STEAMFITTERS RETIREE — ATLANTA PLUMBERS & STEAMFITTERS RETIREE H&W FUND, Form 5500 (2024)
Creator: ATLANTA PLUMBERS & STEAMFITTERS RETIREE

Form 5500

FILING_RECEIVED

ATLANTA PLUMBERS & STEAMFITTERS RETIREE H&W FUND

Health & welfare plan

Signals · 2

~272 bps in Sched C fees6 service providers

Active participants

644

Accounts w/ balance

—

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

How this plan invests

This plan

2 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

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTA PLUMBERS & STEAMFITTERS RETIREE.

Plan sponsor

Name

ATLANTA PLUMBERS & STEAMFITTERS RETIREE

EIN

37-1830040

Address

2010 NW 150TH AVE, STE 100 · PEMBROKE PINES, FL · 33028

Phone

(954) 266-6322

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
HIGHLAND CAPITAL MANAGEMENT LP	87-2188357	—	NONE	$6K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL EMPLOYEE BENEFITS ADMIN	65-0498809	—	NONE	$170K

Investments

2 pooled funds· $1.3M(14% 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.

			% of plan
LONGVIEW BROAD MARKET 3000 INDEX AMALGAMATED BANK · EIN 46-2044954 / PN 020	Common Collective Trust	$1.3M	14.0%
LONGVIEW LARGECAP 500 INDEX AMALGAMATED BANK · EIN 13-4015803 / PN 008	Common Collective Trust	$0	<0.1%

1–2 of 2

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