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Original filing (PDF)20250414171507NAL0000941299002
BOARD OF TRUSTEES OF THE PLUMBERS PIPEFITTERS 357 HEALTH & WELFARE
Form 5500
FILING_RECEIVED
KALAMAZOO PLUMBERS & PIPEFITTERS LOCAL UNION NO. 357 HEALTH & WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
~1159 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
620
Accounts w/ balance
—
Plan assets (EOY)
$21.9M
Net assets (EOY)
$14.4M
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
- 1159 bps in Schedule C fees — 3895% above peer band of 29 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 PLUMBERS PIPEFITTERS 357 HEALTH & WELFARE.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE PLUMBERS PIPEFITTERS 357 HEALTH & WELFARE
EIN
38-6156571
Address
30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI · 48025
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
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BULTYNCK & CO., P.L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAV-RX | — | FREMONT, NE | NONE | $1.7M | — |
| UMR, INC. | 39-1995276 | WAUSAU, WI | NONE | $214K | — |
| TIC INTERNATIONAL CORPORATION | 13-2600875 | LANSING, MI | NONE | $126K | — |
| BULTYNCK & CO., P.L.L.C. | 20-3920878 | CLINTON TOWNSHIP, MI | NONE | $104K | — |
| NOVARA, TESIJA & CATENACCI, PLLC | 38-3763096 | TROY, MI | NONE | $101K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | CARMEL, IN | NONE | $63K | — |
| LABOR FIRST LLC | 06-1750191 | MT LAUREL TOWNSHIP, NJ | NONE | $57K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | TROY, MI | NONE | $53K | — |
| VISION SERVICE PLAN | 06-1227840 | RANCHO CORDOVA, CA | NONE | $52K | — |
| DELTA DENTAL OF MICHIGAN | 38-1791480 | OKEMOS, MI | NONE | $27K | — |
| BUCK GLOBAL, LLC | 13-3954297 | NEW YORK, NY | NONE | $15K | — |
| MORGAN STANLEY GLOBAL BANKING | 26-4310632 | NEW YORK, NY | NONE | $10K | — |
| MADISON INVESTMENT ADVISORS | 54-2050385 | MADISON, WI | NONE | $10K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.