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Original filing (PDF)20260109084507NAL0003817843002
JOINT BOARD PLUMBERS & PIPEFITTERS LOCAL UNION NO. 333 PENSION
Form 5500
FILING_RECEIVED
PLUMBERS AND PIPEFITTERS LOCAL UNION NO 333 PENSION FUND
Defined-benefit pension plan
Signals · 3
84% in single holdingNo recordkeeper disclosed12 service providers
Active participants
845
Accounts w/ balance
—
Plan assets (EOY)
$301.3M
Net assets (EOY)
$299.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NIS CORE FIXED INCOME FUND, LLC (extraction pending)]" is 84% of plan.
- 22 bps in Schedule C fees — 124% 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 PLUMBERS & PIPEFITTERS LOCAL UNION NO. 333 PENSION.
Plan sponsor
Name
JOINT BOARD PLUMBERS & PIPEFITTERS LOCAL UNION NO. 333 PENSION
EIN
38-3545518
Address
6525 CENTURION DRIVE · LANSING, MI · 48917
Phone
(517) 321-7502
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
TIC MIDWEST
EIN
13-2600875
City
LANSING, MI
Phone
(517) 321-7502
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-09
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)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL INVESTMENT SERVICES | 80-0169636 | CHICAGO, IL | NONE | $111K | — |
| NOVARA LAW GROUP PLLC | 38-3763096 | TROY, MI | NONE | $88K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | CARMEL, IN | NONE | $85K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | LOMBARD, IL | NONE | $78K | — |
| TIC MIDWEST | 13-2600875 | LANSING, MI | NONE | $78K | — |
| STOCKBRIDGE NICHE LOGISTICS, LP | 85-3831272 | — | NONE | $49K | — |
| WASHINGTON CAPITAL MANAGEMENT | 91-1042342 | SEATTLE, WA | NONE | $46K | — |
| SMART MARKETS FUND, LP | 45-2872141 | — | NONE | $40K | — |
| MACQUEEN AND ASSOCIATES LLC | 20-0495393 | ROYAL OAK, MI | NONE | $34K | — |
| BULTYNCK & CO., P.L.L.C. | 20-3920878 | CLINTON TOWNSHIP, MI | NONE | $30K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $18K | — |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. | 38-2388845 | NORTHVILLE, MI | NONE | $17K | — |
Investments
5 pooled funds· $35.6M(12% 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 |
|---|---|---|---|---|---|---|
| NIS CORE FIXED INCOME FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $29.8M | 9.9% | |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 45-4783986 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.9% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.6% | |
| NIS HIGH YIELD FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| COMERICA SHORT-TERM FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-7305132 / PN 001 | Common Collective Trust | — | — | $51K | <0.1% |