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Original filing (PDF)20250502133954NAL0004515793001

TRUSTEES FLINT PLUMBING PENSION FUN

Form 5500
FILING_RECEIVED
FLINT PLUMB & PIPE PENSION FUN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
512
Accounts w/ balance
Plan assets (EOY)
$103.3M
Net assets (EOY)
$103.2M
How this plan invests
This plan
3 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 — 169% 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 TRUSTEES FLINT PLUMBING PENSION FUN.
Plan sponsor
Name
TRUSTEES FLINT PLUMBING PENSION FUN
EIN
38-6254230
Address
6525 CENTURION DRIVE · LANSING, MI · 489179275
Phone
(517) 321-7502
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-02
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WRUBEL WESLEY AND COMPANY C.P.A.'S
Trustee / custodian
Trustee phone

Service providers (Schedule C)

9 rows
Other
9
NameEINLocationRelationDirect compIndirect comp
STATEGIC CAPITAL ADVISORS36-4268991NONE$66K
NATIONAL INVESTMENT SERVICES80-0169636NONE$49K
TIC INTERNATIONAL MIDWEST13-2600875NONE$45K
COMERICA BANK38-0477375NONE$31K
UNITED ACTUARIAL SERVICES35-2156428NONE$25K
ASHER KELLYSOUTHFIELD, MINONE$23K
TRADE SOLUTIONSEAST LANSING, MINONE$16K
WRUBEL WESLEY AND COMPANY C.P.A.'S38-2574238NONE$13K
FIFTH THIRD BANKCINCINNATI, OHNONE$11K

Investments

3 pooled funds· $7.2M(7% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
COMERICA SHORT TERM INVESTMENT FUND
COMERICA, INC. · EIN 38-2217511 / PN 001
Common Collective Trust
$5.1M4.9%
NEW TOWER TRUST COMPANY MULTI-EMPLO
NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 016
Common Collective Trust
$1.5M1.5%
AFL-CIO BUILDING INVESTMENT TRUST
PNC NATIONAL BANK ASSOCIATION · EIN 52-6328904 / PN 010
Common Collective Trust
$624K0.6%