Original filing (PDF)20240730145215NAL0034591264003

TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL SUPPLEMENTAL PENSION PLAN & T

Name: TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL SUPPLEMENTAL PENSION PLAN & T — PLUMBERS' & PIPEFITTERS' LOCAL 562 SUPPLEMENTAL PENSION PLAN & TRUST, Form 5500 (2023)
Creator: TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL SUPPLEMENTAL PENSION PLAN & T

Form 5500

FILING_RECEIVED

PLUMBERS' & PIPEFITTERS' LOCAL 562 SUPPLEMENTAL PENSION PLAN & TRUST

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

4,032

Accounts w/ balance

4,032

Plan assets (EOY)

$397.0M

Net assets (EOY)

$396.9M

How this plan invests

This plan

1 collective trust

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL SUPPLEMENTAL PENSION PLAN & T.

Plan sponsor

Name

TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL SUPPLEMENTAL PENSION PLAN & T

EIN

43-6577917

Address

3640 CORPORATE TRAIL DRIVE · EARTH CITY, MO · 630451122

Phone

(314) 355-1000

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

ANDERS MINKLER HUBER & HELM LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-2647786	—	NONE	$207K	—
P&P WELFARE EDUCATIONAL FUND	43-0657966	—	AFFILIATE	$207K	—
ANDERS MINKLER HUBER & HELM LLP	43-0831507	—	NONE	$77K	—
HARTNETT REYES-JONES, LLC	43-1205253	—	NONE	$44K	—
MARQUETTE ASSOCIATES	36-3485298	—	NONE	$30K	—
GREENSFELDER, HEMKER & GALE

Investments

1 pooled fund· $5.4M(1% 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.