Original filing (PDF)20260127092758NAL0001378899001

PLUMBERS UNION 178 - DEATH BENEFIT FUND

Name: PLUMBERS UNION 178 - DEATH BENEFIT FUND — PLUMBERS AND PIPEFITTERS LOCAL 178 DEATH BENEFIT PLAN, Form 5500 (2024)
Creator: PLUMBERS UNION 178 - DEATH BENEFIT FUND

Form 5500

FILING_RECEIVED

PLUMBERS AND PIPEFITTERS LOCAL 178 DEATH BENEFIT PLAN

Health & welfare plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

338

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

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 PLUMBERS UNION 178 - DEATH BENEFIT FUND.

Plan sponsor

Name

PLUMBERS UNION 178 - DEATH BENEFIT FUND

EIN

44-0377546

Address

2501 W GRAND · SPRINGFIELD, MO · 65802

Phone

(417) 869-0633

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-27

Welfare benefit codes

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

THE WHITLOCK COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $16K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Guaranty Bank	—	—	—	$16K	100.0%

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