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Original filing (PDF)20260313134633NAL0008840674001
PLUMBERS LOCAL NO. 8 PENSION PLAN
Form 5500
FILING_RECEIVED
PLUMBERS LOCAL NO. 8 PENSION PLAN
Defined-benefit pension plan
Signals · 3
56% in single holdingNo recordkeeper disclosed14 service providers
Active participants
494
Accounts w/ balance
—
Plan assets (EOY)
$123.3M
Net assets (EOY)
$123.1M
How this plan invests
This plan
6 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Vanguard Total Stock Market Index Fund Mutual fund" is 56% of plan.
- 34 bps in Schedule C fees — 237% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS LOCAL NO. 8 PENSION PLAN.
Plan sponsor
Name
PLUMBERS LOCAL NO. 8 PENSION PLAN
EIN
44-6010180
Address
5950 MANCHESTER TRFY, STE 1 · KANSAS CITY, MO · 64130
Phone
(816) 361-0666
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANIELLE WILEY | 44-6010180 | — | PLAN ADMINISTRATOR | $30K | — |
Other
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL INVESTMENT SERVICES | — | MILWAUKEE, WI | NONE | $67K | — |
| ISSI | — | MAPLE SHADE, NJ | NONE | $56K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | — | LOMBARD, IL | NONE | $45K | — |
| NBPC | 43-1122456 | — | NONE | $45K | — |
| ACRISURE | — | PITTSBURGH, PA | NONE | $38K | — |
| STOCKBRIDGE | — | SAN FRANCISCO, CA | NONE | $37K | — |
| CLARION PARTNERS | — | NEW YORK, NY | NONE | $31K | — |
| WASHINGTON CAPITAL | — | SEATTLE, WA | NONE | $17K | — |
| SPENCER FANE BRITT BROWNE LLP | 44-0561981 | — | NONE | $14K | — |
| PLUMBERS LOCAL UNION 8 | — | KANSAS CITY, MO | LANDLORD | $13K | — |
| AMERICAN REALTY ADVISORS | — | LOS ANGELES, CA | NONE | $12K | — |
| BANK OF LABOR | — | KANSAS CITY, KS | NONE | $6K | — |
| DWS | — | NEW YORK, NY | NONE | $6K | — |
Investments
14 direct securities · 6 pooled funds· $124.2M(100% 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.
Uncategorized
$90.8M
12 holdings
Common Collective Trust
$26.3M
5 holdings
103-12 Investment Entity
$4.7M
1 holding
Mutual Funds
$1.3M
1 holding
Real Estate
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual fund | — | — | $34.2M | $66.8M | 54.2% | |
| NIS CORE FIXED INCOME NATIONAL INVESTMENT SERVICES · EIN 82-4028492 / PN 001 | Common Collective Trust | — | $18.8M | $19.9M | 16.1% | |
| Baird Core Plus Bond Fund Mutual fund | — | — | $6.7M | $6.5M | 5.2% | |
| Washington Capital Mortgage Income Fund Common/collective trust fund | — | — | $3.7M | $4.7M | 3.8% | |
| WASH CAPITAL JOINT MASTER TRUST WASHINGTON CAPITAL MANAGEMENT · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $4.7M | 3.8% | |
| Stockbridge Niche Logistics Fund, LP Real estate investment trust | — | — | $2.9M | $2.9M | 2.3% | |
| Clarion Lion Industrial Trust Real estate investment trust | — | — | $2.7M | $2.3M | 1.9% | |
| U.S. CORE PARTNERS COLLECTIVE INV T BENEFIT TRUST COMPANY · EIN 87-6914227 / PN 341 | Common Collective Trust | — | $2.6M | $2.2M | 1.8% | |
| NIS TOTAL ABSOLUTE RETURN FUND QP NATIONAL INVESTMENT SERVICES · EIN 82-4069969 / PN 001 | Common Collective Trust | — | $1.7M | $2.1M | 1.7% | |
| Stockbridge Smart Markets Fund, LP Real estate investment trust | — | — | $2.2M | $1.7M | 1.4% | |
| Fidelity Advisor Intl. Capital Appr. Mutual fund | — | — | $922K | $1.4M | 1.1% | |
| Harding Loevner International Equity Fund Mutual fund | — | — | $1.2M | $1.4M | 1.1% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $328K | $1.3M | 1.0% | |
| American Fuds Europacific Growth Fund Mutual fund | Mutual Funds | — | $1.1M | $1.3M | 1.0% | |
| T Rowe Price International Stock Mutual fund | — | — | $1.1M | $1.2M | 1.0% | |
| investment trusts JPM RREEF America REIT II Real estate investment trust | Real Estate | — | $717K | $1.1M | 0.9% | |
| Limited partnerships American Core Realty Fund Limited partnerships | — | — | $1.2M | $944K | 0.8% | |
| T Rowe Price International Discovery Institutional Fund Mutual fund | — | — | $1.0M | $920K | 0.7% | |
| NIS HIGH YIELD QP FUND NATIONAL INVESTMENT SERVICES · EIN 82-4051841 / PN 001 | Common Collective Trust | — | $698K | $852K | 0.7% | |
| Short-term investments GS Financial Square Government Fund Money market fund | — | — | $127K | $127K | 0.1% |
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