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Original filing (PDF)20250409163008NAL0012340899001
BOARD OF TRUSTEES OF THE KALAMAZOO PLUMBERS & PIPEFITTERS 357 PENSION
Form 5500
FILING_RECEIVED
UNITED ASSN OF JOURNEYMEN PLUMBERS & PIPEFITTERS LOCAL 357 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
640
Accounts w/ balance
—
Plan assets (EOY)
$181.9M
Net assets (EOY)
$181.6M
How this plan invests
This plan
5 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
- 27 bps in Schedule C fees — 170% 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 OF THE KALAMAZOO PLUMBERS & PIPEFITTERS 357 PENSION.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE KALAMAZOO PLUMBERS & PIPEFITTERS 357 PENSION
EIN
38-6152409
Address
30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI · 48025
Phone
(517) 327-2131
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
SOLXSYS
EIN
13-2600875
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
2025-04-09
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)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVARA, TESIJA & CATENACCI, PLLC | 38-3763096 | TROY, MI | NONE | $89K | — |
| TIC INTERNATIONAL CORPORATION | 13-2600875 | LANSING, MI | NONE | $70K | — |
| UNITED ACTUARIAL SERVICES, INC | 35-2156428 | CARMEL, IN | NONE | $62K | — |
| NATIONAL INVESTMENT SERVICES | 80-0169636 | CHICAGO, IL | NONE | $61K | — |
| ANCORA ADVISORS | 33-1033773 | CLEVELAND, OH | NONE | $56K | — |
| MORGAN STANLEY GLOBAL OPERATIONS | 26-4310632 | ROCHESTER, MI | NONE | $55K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | TROY, MI | NONE | $43K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | NEW YORK, NY | NONE | $21K | — |
| BULTYNCK & CO., PLLC | 20-3920878 | CLINTON TOWNSHIP, MI | NONE | $13K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $11K | — |
| WESTEND ADVISORS | 20-1796773 | CHARLOTTE, NC | NONE | $10K | — |
Investments
5 pooled funds· $23.3M(13% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NIS CORE FIXED INCOME FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 20-0005644 / PN 001 | Common Collective Trust | $14.5M | 8.0% |
| NEWTOWER TRUST COMPANY MULTIEMPLOYE NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $3.8M | 2.1% |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | $2.5M | 1.4% |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 45-4783986 / PN 001 | Common Collective Trust | $1.8M | 1.0% |
| NIS HIGH YIELD FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 39-2021943 / PN 001 | Common Collective Trust | $680K | 0.4% |