Back to filter
Original filing (PDF)20251014083236NAL0001119203002
PLUMBERS & FITTERS LOCAL 101 HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
PLUMBERS & FITTERS LOCAL 101 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~1900 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
199
Accounts w/ balance
—
Plan assets (EOY)
$5.4M
Net assets (EOY)
$1.1M
Plan health score (directional)
83
/ 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
68
Participation health
100
Knocking points off
- 1900 bps in Schedule C fees — 3554% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (8 disclosed providers, 5 categories).
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 & FITTERS LOCAL 101 HEALTH & WELFARE FUND.
Plan sponsor
Name
PLUMBERS & FITTERS LOCAL 101 HEALTH & WELFARE FUND
EIN
37-6146889
Address
8 PREMIER DRIVE · BELLEVILLE, IL · 62220
Phone
(618) 234-5504
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
PLUMBERS & FITTERS LOCAL 101 HEALTH AND WELFARE FUND
EIN
37-6146889
City
BELLEVILLE, IL
Phone
(618) 234-5504
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
SCHEFFEL BOYLE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY | 26-3237576 | CHESTERFIELD, MO | CONSULTANT | $24K | — |
| H&H HEALTH ASSOCIATES, INC. | 43-1710299 | ST LOUIS, MO | HEALTH CONSULTANT | $12K | — |
| THE COMMERCE TRUST COMPANY | — | KANSAS CITY, MO | INVESTMENT MANAGER | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHEFFEL BOYLE | 37-1206530 | BELLEVILLE, IL | ACCOUNTING/AUDIT | $15K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAMMOND & SHINNERS PC | 43-1429257 | ST LOUIS, MO | ATTORNEY | $16K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH | 16-1264154 | ST LOUIS, MO | INSURANCE | $167K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITIZENS RX | 27-2485135 | — | PHARMACY BENEFIT MANAGEME | $755K | — |
| PLUMB&PIPEFITTERS LU 25 BENEFIT FD | 47-1064332 | ROCK ISLAND, IL | ADMINISTRATION | $31K | — |
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.