How big is Board of Trustees' plan?

Board of Trustees' plan reported $273.3M in assets and 1,573 participants for 2024.

Original filing (PDF)20251015161744NAL0010598402001

Board of Trustees

Name: Board of Trustees — Defined Benefit Pension Plan of, Form 5500 (2024)
Creator: Board of Trustees
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin

Defined-benefit pension plan · Board of Trustees' Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin held $273.3M in plan assets for 1,573 participants in 2024.

Signals · 3

31% in single holdingNo recordkeeper disclosed13 service providers

Active participants

1,573

Accounts w/ balance

—

Plan assets (EOY)

$273.3M

Net assets (EOY)

$273.1M

Plan identifiers

Board of Trustees' EIN is 39-0542913.

EIN 39-0542913

Plan number 001

Plan year 2024

ACK ID 20251015161744NAL0010598402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Board of Trustees from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES.

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How this plan invests

This plan

3 pooled trusts

Schedule D

86 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

BOARD OF TRUSTEES

EIN

all filings

Address

P.O. BOX 530 · 2700 NORTHRIDGE DRIVE · KAUKAUNA, WI · 541300530

Phone

(920) 462-0400

Industry

Plumbing, Heating, AC Contractors· Construction

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

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

SIKICH CPA LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

13 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CORBIN CAPITAL PARTNERS, L.P	30-0299433	—	NONE	$152K	—
IFM INVESTORS	—	NEW YORK, NY	NONE	$92K	—
PARAMETRIC PORTFOLIO ASSOCIATES LLC	20-0292745

Investments

86 direct securities · 3 pooled funds· $271.1M(99% 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.

Common Collective Trust

$115.2M

3 holdings

Other securities

$43.2M

6 holdings

Bonds / Notes

$39.8M

51 holdings

Mutual Funds

$30.3M

4 holdings

Agency / Mortgage-Backed

$11.0M

11 holdings

U.S. Treasuries

$9.6M

7 holdings

Cash / Money Market

$8.6M

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Eaton Vance / Calvert$26.9M Vanguard$20.1M American Funds (Capital Group)$9.3M Goldman Sachs$7.5M JPMorgan$7.4M Prudential / PGIM$2.3M Wells Fargo / Allspring$1.2M Northern Trust$949K Schwab

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$30.6B

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
SIKICH CPA LLC	54-1172176	—	NONE	$28K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN INC.	91-0675641	—	NONE	$184K	—
ASSOCIATED TRUST COMPANY, N.A.	39-6576073	—	NONE	$158K	—
CRESCENT CAPITAL INVESTMENT TRUST	32-6471303	—	NONE	$132K	—
REINHART BOERNER VAN DEUREN S.C.	39-1126909	—	NONE	$90K	—
JP MORGAN CHASE BANK, N.A.	13-4994650	—	NONE	$66K	—
MARQUETTE ASSOCIATES	36-3485298	—	NONE	$63K	—
BENEFIT PLAN ADMINISTRATION	39-1400101	—	NONE	$61K	—
FIDUCIARY MANAGEMENT INC	—	MILWAUKEE, WI	NONE	$16K	—

					% of plan
BROAD MARKET STOCK INDEX FUND BNY MELLON AFL-CIO · EIN 25-6078093 / PN 001	Common Collective Trust	—	$77.6M	$84.4M	30.9%
PARAMETRIC DEFENSIVE EQUITY FD LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001	Common Collective Trust	—	$13.8M	$26.9M	9.8%
Vanguard Total Intl. Stock Index Inst.	Mutual Funds	—	$17.8M	$20.1M	7.4%
Corbin ERISA Opportunity Fund, L.P.	Other securities	—	$10.5M	$13.3M	4.9%
IFM Global Infrastructure (Offshore) L.P.	Other securities	—	$10.9M	$12.4M	4.5%
AM FDS Europacific Growth FD CL R6	Mutual Funds	—	$8.5M	$9.3M	3.4%
TIF International Equity Ser. Fund Primary	Other securities	—	$13.3M	$8.9M	3.3%
GCM Grosvenor Opportunistic Credit Fund, Ltd.	Common Stocks	—	$6.2M	$8.1M	3.0%
Goldman Sachs Government Money Market Instl. Fund	Cash / Money Market	—	$6.9M	$6.9M	2.5%
JP Morgan Strategic Property Fund	Other securities	—	$5.3M	$6.3M	2.3%
CRESCENT CAPITAL TRUST II GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 001	Common Collective Trust	—	$3.9M	$3.9M	1.4%
ASB Allegiance Real Estate Fund, L.P.	OTHER	—	$5.7M	$3.2M	1.2%
US Treasury N/B 5.000%, due 05/15/37	U.S. Treasuries	—	$3.0M	$2.5M	0.9%
Limited Partnership PGIM PRISA III - 803 shares	Other securities	—	$2.3M	$2.3M	0.9%
US Treasury Bonds 4.750%, due 11/15/43	U.S. Treasuries	—	$2.1M	$2.0M	0.7%
US Treasury Notes 3.125%, due 02/15/42	U.S. Treasuries	—	$2.3M	$1.8M	0.7%
Cash and Cash Equivalent Associated Bank Sweep	Cash / Money Market	—	$1.7M	$1.7M	0.6%
FHLMC FR RB5314 5.000%, due 10/01/44	Agency / Mortgage-Backed	—	$1.5M	$1.5M	0.6%
FHLMC FR SD1876 5.500%, due 11/01/52	Agency / Mortgage-Backed	—	$1.4M	$1.4M	0.5%
FNMA FN MA5339 5.500%, due 04/01/44	Agency / Mortgage-Backed	—	$1.3M	$1.3M	0.5%
Marsh & Mclennan Cos Inc. 4.750%, due 03/15/39	Bonds / Notes	—	$1.3M	$1.2M	0.5%
Wells Fargo & Co. 4.150%, due 01/24/29	Bonds / Notes	—	$1.2M	$1.2M	0.5%
Cummins, Inc. 1.500%, due 09/01/30	Bonds / Notes	—	$1.2M	$1.2M	0.4%
Royal Bank of Canada 5.150%, due 02/01/34	Bonds / Notes	—	$1.2M	$1.2M	0.4%
Chevron USA Inc. 3.250%, due 10/15/29	Bonds / Notes	—	$1.2M	$1.2M	0.4%
FNMA FN CB7114 5.500%, due 09/01/53	Agency / Mortgage-Backed	—	$1.1M	$1.1M	0.4%
FNMA FN CB6201 6.000%, due 05/01/53	Agency / Mortgage-Backed	—	$1.1M	$1.1M	0.4%
FNMA FN MA5354 6.000%, due 05/01/54	Agency / Mortgage-Backed	—	$1.1M	$1.1M	0.4%
(Continued) JPMorgan Chase & Co. 4.850%, due 02/01/44	Corporate Bonds	—	$1.2M	$1.1M	0.4%
FNMA FN MA5167 6.500%, due 10/01/53	Agency / Mortgage-Backed	—	$1.1M	$1.1M	0.4%
Toronto Dominion Bank 2.000%, due 09/10/31	Bonds / Notes	—	$1.2M	$1.1M	0.4%
US Bancorp 2.375%, due 07/22/26	Bonds / Notes	—	$1.0M	$1.1M	0.4%
Bank of America Corp. 3.248%, due 10/21/27	Bonds / Notes	—	$1.0M	$1.0M	0.4%
Keurig Dr Pepper Inc. 3.200%, due 05/01/30	Bonds / Notes	—	$1.1M	$1.0M	0.4%
Bank of Nova Scotia 2.700%, due 08/03/26	Bonds / Notes	—	$1.0M	$1.0M	0.4%
Fairfax Cnty VA BAB SER E Taxable 5.200%, due 10/01/28	Bonds / Notes	—	$1.0M	$1.0M	0.4%
Pfizer Inc. 3.450%, due 03/15/29	Bonds / Notes	—	$999K	$1.0M	0.4%
US Treasury Bonds 4.000%, due 11/15/42	U.S. Treasuries	—	$1.0M	$990K	0.4%
Freddie Mac 0.720%, due 06/30/25	Agency / Mortgage-Backed	—	$1.0M	$982K	0.4%
Target Corp. 2.650%, due 09/15/30	Bonds / Notes	—	$1.0M	$980K	0.4%
Visa Inc. 4.300%, due 12/14/45	Bonds / Notes	—	$1.0M	$963K	0.4%
US Treasury Bond 2.875%, due 08/15/28	U.S. Treasuries	—	$1.1M	$951K	0.3%
Northern Trust Corp. 6.125%, due 11/02/32	Bonds / Notes	—	$932K	$949K	0.3%
Bank of New York Mellon Corp. 3.400%, due 01/29/28	Bonds / Notes	—	$936K	$926K	0.3%
Roper Technologies, Inc. 4.900%, due 10/15/34	Bonds / Notes	—	$947K	$914K	0.3%
FNMA FN MA5043 5.000%, due 06/01/38	Agency / Mortgage-Backed	—	$916K	$909K	0.3%
Salesforce.Com, Inc. 3.700%, due 04/11/28	Bonds / Notes	—	$971K	$876K	0.3%
Fifth Third Bancorp 2.550%, due 05/05/27	Bonds / Notes	—	$886K	$869K	0.3%
Fiserv Inc. 5.450%, due 03/15/34	Bonds / Notes	—	$888K	$856K	0.3%
Federal Farm Credit Bank 1.990%, due 03/17/31	Bonds / Notes	—	$1.0M	$853K	0.3%

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