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Original filing (PDF)20250411160016NAL0046873266001
BOARD OF TRUSTEES WEST MI PLUMBERS LOCAL UNION NO 174 PENSION PLAN
Form 5500
FILING_RECEIVED
WEST MI PLUMBERS FITTERS & SERVICE TRADES LOCAL UNION NO 174 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
745
Accounts w/ balance
—
Plan assets (EOY)
$244.3M
Net assets (EOY)
$244.0M
How this plan invests
This plan
7 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 (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
- 20 bps in Schedule C fees — 96% above peer band of 10 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 BOARD OF TRUSTEES WEST MI PLUMBERS LOCAL UNION NO 174 PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES WEST MI PLUMBERS LOCAL UNION NO 174 PENSION PLAN
EIN
38-1796240
Address
5600 NEW KING DRIVE SUITE 330 · TROY, MI · 48098
Phone
(248) 663-2449
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
SOLXSYS
EIN
83-2454243
City
TROY, MI
Phone
(248) 663-2449
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
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)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 36-3485298 | CHICAGO, IL | NONE | $156K | — |
| MILLIMAN, INC. | 91-0675641 | SEATTLE, WA | NONE | $95K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | TROY, MI | NONE | $67K | — |
| NOVARA, TESIJA & CATENACCI, PLLC | 38-3763096 | TROY, MI | NONE | $64K | — |
| BULTYNCK & CO., P.L.L.C. | 20-3920878 | CLINTON TOWNSHIP, MI | NONE | $23K | — |
| MACQUEEN & ASSOCIATES LLC | 20-0495393 | BERKLEY, MI | NONE | $23K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $21K | — |
| TIC INTERNATIONAL CORPORATION | 13-2600875 | LANSING, MI | NONE | $16K | — |
| AMERICAN GRAPHICS PRINTING CO | 38-2090931 | CLINTON TOWNSHIP, MI | NONE | $13K | — |
| ANGELO, GORDON & CO. | 13-3478879 | — | NONE | $0 | — |
Investments
7 pooled funds· $56.0M(23% 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.
Pooled Separate Account
$38.2M
2 holdings
103-12 Investment Entity
$12.2M
2 holdings
Common Collective Trust
$5.6M
3 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BAIRD CORE PLUS BOND INSTL CL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 527 | Pooled Separate Account | $21.5M | 8.8% |
| FIDELITY U.S. BOND INDEX FUND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 161 | Pooled Separate Account | $16.8M | 6.9% |
| PARAMETRIC DEFENSIVE EQUITY FUND LL PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001 | 103-12 Investment Entity | $6.8M | 2.8% |
| NEUBERGER BERMAN U.S. EQUITY INDEX NEUBERGER BERMAN INVESTMENT ADVISERS LLC · EIN 81-4341513 / PN 001 | 103-12 Investment Entity | $5.4M | 2.2% |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | $3.0M | 1.2% |
| COMERICA SHORT-TERM FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-7305132 / PN 001 | Common Collective Trust | $2.6M | 1.0% |
| LONGVIEW ULTRA CONSTRUCTION LOAN IN AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | $2K | <0.1% |