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U. A. LOCAL 816 — U.A. LOCAL 816 PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250819070531NAL0002020257001
U. A. LOCAL 816
Form 5500-SF
FILING_RECEIVED
U.A. LOCAL 816 PENSION PLAN
Defined-contribution retirement plan
Active participants
23
Accounts w/ balance
24
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
U. A. LOCAL 816
.
Find decision makers
Plan sponsor
Name
U. A. LOCAL 816
EIN
38-6154235
Address
700 TOWER DRIVE · SUITE 300 · TROY, MI · 48608
Phone
(989) 799-5261
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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