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Original filing (PDF)20250930071507NAL0011378881002
JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS U.A. LOCAL 85 PENSION
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS U.A. LOCAL 85 PENSION PLAN
Defined-benefit pension plan
Signals · 3
47% in single holdingNo recordkeeper disclosed9 service providers
Active participants
794
Accounts w/ balance
—
Plan assets (EOY)
$176.8M
Net assets (EOY)
$176.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
4 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
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: CORBIN ERISA OPPORTUNITY FUND LP (no filing on disk)]" is 47% of plan.
- 31 bps in Schedule C fees — 206% 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 JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS U.A. LOCAL 85 PENSION.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS U.A. LOCAL 85 PENSION
EIN
38-1752138
Address
700 TOWER DRIVE, STE. 300 · TROY, MI · 48098
Phone
(248) 813-9800
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
BENESYS, INC.
EIN
38-2383171
City
TROY, MI
Phone
(248) 813-9800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BULTYNCK & CO., P.L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVARA, TESIJA & CATENACCI, PLLC | 38-3763096 | TROY, MI | NONE | $133K | — |
| MARQUETTE ASSOCIATES, INC. | 36-3485298 | CHICAGO, IL | NONE | $110K | — |
| BENESYS, INC. | 38-2383171 | TROY, MI | NONE | $108K | — |
| FIDUCIARY MANAGEMENT, INC. | 39-1346018 | MILWAUKEE, WI | NONE | $65K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | CARMEL, IN | NONE | $34K | — |
| PLUMBERS & PIPEFITTERS UA LOCAL 85 | 38-1119237 | SAGINAW, MI | CONTRIBUTING EMPLOYER | $26K | — |
| BULTYNCK & CO., PLLC | 20-3920878 | CLINTON TOWNSHIP, MI | NONE | $25K | — |
| REIMOLD PRINTING | — | SAGINAW, MI | NONE | $23K | — |
| MACQUEEN INSURANCE GROUP | 20-0495393 | ROYAL OAK, MI | NONE | $17K | — |
Investments
3 direct securities · 2 pooled funds· $12.2M(7% 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.
103-12 Investment Entity
$4.2M
1 holding
Uncategorized
$4.2M
3 holdings
Common Collective Trust
$3.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PARAMETRIC DEFENSIVE EQUITY FUND LL PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001 | 103-12 Investment Entity | — | — | $4.2M | 2.4% | |
| CORBIN ERISA OPPORTUNITY FUND LP CORBIN · EIN 47-5071768 / PN 999 | Common Collective Trust | — | — | $3.8M | 2.1% | |
| Vanguard S&P 500 ETF | — | 3,985.411 | — | $2.1M | 1.2% | |
| U.S. treasury notes | — | 1,176,478.894 | — | $1.2M | 0.7% | |
| U.S. treasury bills | — | 910,796.191 | — | $892K | 0.5% |