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Original filing (PDF)20251201142543NAL0005471027001
BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464
Form 5500
FILING_RECEIVED
STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
1,196
Accounts w/ balance
—
Plan assets (EOY)
$250.9M
Net assets (EOY)
$250.8M
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
- 45 bps in Schedule C fees — 347% 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 BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464.
Plan sponsor
Name
BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464
EIN
47-6045941
Address
3930 SOUTH 147TH STREET, SUITE 100 · OMAHA, NE · 681445569
Phone
(402) 401-2345
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-01
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
O'DONNELL, FICENEC, WILLS & FERDIG,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL BANK | 47-0259043 | — | NONE | $480K | — |
| DANA INVESTMENT ADVISORS | 39-1512278 | — | NONE | $272K | — |
| BENESYS INC | 38-2383171 | — | NONE | $149K | — |
| BLAKE & UHLIG, PA | 48-0918231 | — | NONE | $91K | — |
| O'DONNELL, FICENEC, WILLS & FERDIG | 47-0387937 | — | NONE | $52K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | — | NONE | $43K | — |
| INVESTMENT CONSULTING GROUP | 47-1358707 | — | NONE | $34K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.