Original filing (PDF)20260112100919NAL0013143793001

BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLAN

Name: BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLAN — PLUMBERS LOCAL UNION NO. 16 PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLAN

Form 5500

FILING_RECEIVED

PLUMBERS LOCAL UNION NO. 16 PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed9 service providers

Active participants

531

Accounts w/ balance

—

Plan assets (EOY)

$96.0M

Net assets (EOY)

$95.9M

How this plan invests

This plan

1 pooled trust

Schedule D

228 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

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

61 bps in Schedule C fees — 278% above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLAN

EIN

47-6045942

Address

7220 F STREET · OMAHA, NE · 68127

Phone

(402) 341-8771

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

2026-01-12

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

LUTZ & COMPANY, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
KUTAK ROCK	47-0597598	—	NONE	$94K	—
FIRST NATIONAL	47-0259043	—	NONE	$92K	—
LUTZ	47-0625816	—	NONE	$71K	—
COTTONWOOD ADVISORS	20-4591722	—	NONE	$70K	—
HARRISON STREET REAL ESTATE CAPITAL	—	CHICAGO, IL	NONE	$58K	—
LSV ASSET MANAGEMENT	20-0726879	—	NONE	$56K	—
BROOKFIELD SUPERCORE INFRASTRUCTURE	—	NEW YORK, NY	NONE	$50K	—
FIRST ACTUARIAL CONSULTING, INC.	—	NEW YORK, NY	NONE	$45K	—
OAKTREE CAPITAL MANAGEMENT, L.P.	—	LOS ANGELES, CA	NONE	$44K	—

Investments

224 direct securities · 1 pooled fund· $13.5M(14% 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.

103-12 Investment Entity

$6.8M

1 holding

Uncategorized

$6.7M

224 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
LSV INTERNATIONAL EQUITY TRUST LSV ASSET MANAGEMENT · EIN 20-0726879 / PN 001	103-12 Investment Entity	—	—	$6.8M	7.1%
Novartis AG	—	1,796.638	—	$176K	0.2%
Roche Holding AG	—	512.462	—	$144K	0.2%
GSK PLC	—	7,240.805	—	$122K	0.1%
Shell PLC	—	3,683.696	—	$114K	0.1%
Swiss Re AG	—	674.531	—	$98K	0.1%
TotalEnergies SE	—	1,539.847	—	$85K	<0.1%
Koninklijke Ahold Delhaize NV	—	2,517.283	—	$82K	<0.1%
Tesco PLC	—	16,847.892	—	$78K	<0.1%
Sanofi	—	777.519	—	$75K	<0.1%
Imperial Brands PLC	—	2,284.904	—	$73K	<0.1%
Bayerische Motoren Werke AG	—	860.795	—	$70K	<0.1%
Rio Tinto Ltd	—	932.95	—	$68K	<0.1%
Swedbank AB	—	3,400.683	—	$67K	<0.1%
Mercedes-Benz Group AG	—	1,198.964	—	$67K	<0.1%
Danske Bank A/S	—	2,324.689	—	$66K	<0.1%
Cie Generale des Etablissements Michelin SCA	—	1,780.363	—	$59K	<0.1%
Marubeni Corp	—	3,775.02	—	$57K	<0.1%
Banco Santander SA	—	12,324.198	—	$57K	<0.1%
Deutsche Post AG	—	1,613.991	—	$57K	<0.1%
Nippon Telegraph & Telephone Corp	—	54,712.023	—	$55K	<0.1%
Repsol SA	—	4,525.503	—	$55K	<0.1%
AXA SA	—	1,492.828	—	$53K	<0.1%
Volvo AB	—	2,175.497	—	$53K	<0.1%
Holcim AG	—	543.422	—	$52K	<0.1%
3i Group PLC	—	1,147.425	—	$51K	<0.1%
Daimler Truck Holding AG	—	1,338.211	—	$51K	<0.1%
Erste Group Bank AG	—	825.531	—	$51K	<0.1%
Engie SA	—	3,186.388	—	$51K	<0.1%
Orange SA	—	4,827.505	—	$48K	<0.1%
Deutsche Bank AG	—	2,765.033	—	$48K	<0.1%
WH Group Ltd	—	61,292.33	—	$47K	<0.1%
DBS Group Holdings Ltd	—	1,468.053	—	$47K	<0.1%
Teva Pharmaceutical Industries Ltd	—	2,115.82	—	$47K	<0.1%
Coca-Cola HBC AG	—	1,361.72	—	$47K	<0.1%
Mizuho Financial Group Inc	—	1,879.824	—	$46K	<0.1%
British American Tobacco PLC	—	1,282.151	—	$46K	<0.1%
HSBC Holdings PLC	—	4,603.264	—	$45K	<0.1%
UBS Group AG	—	1,467.33	—	$45K	<0.1%
Talanx AG	—	519.009	—	$44K	<0.1%
BP PLC	—	8,701.082	—	$43K	<0.1%
ABN AMRO Bank NV	—	2,731.577	—	$42K	<0.1%
Leonardo SpA	—	1,555.218	—	$42K	<0.1%
A2A SpA	—	18,771.118	—	$42K	<0.1%
Buzzi Unicem SpA	—	1,128.437	—	$42K	<0.1%
Komatsu Ltd	—	1,496.445	—	$41K	<0.1%
Carrefour SA	—	2,877.153	—	$41K	<0.1%
QBE Insurance Group Ltd	—	3,440.467	—	$41K	<0.1%
Heidelberg Materials AG	—	329.128	—	$41K	<0.1%
NN Group NV	—	929.514	—	$40K	<0.1%
Allianz SE	—	130.204	—	$40K	<0.1%
Barclays PLC	—	11,785.296	—	$40K	<0.1%
Bendigo & Adelaide Bank Ltd	—	4,877.236	—	$40K	<0.1%
Logista Integral SA	—	1,297.522	—	$39K	<0.1%
Securitas AB	—	3,091.827	—	$38K	<0.1%
Gunma Bank Ltd	—	5,643.09	—	$38K	<0.1%
Qantas Airways Ltd	—	6,817.641	—	$38K	<0.1%
Nokia OYJ	—	8,428.015	—	$37K	<0.1%
Mediobanca Banca di Credito Finanziario SpA	—	2,537.175	—	$37K	<0.1%
Nishi-Nippon Financial Holdings Inc	—	2,832.847	—	$37K	<0.1%
ORIX Corp	—	1,666.434	—	$36K	<0.1%
Bank Hapoalim BM	—	2,963.956	—	$36K	<0.1%
BNP Paribas SA	—	579.59	—	$36K	<0.1%
Banco Bilbao Vizcaya Argentaria SA	—	3,558.013	—	$35K	<0.1%
Nippon Television Holdings Inc	—	1,991.945	—	$35K	<0.1%
Rexel SA	—	1,349.061	—	$34K	<0.1%
Mitsubishi HC Capital Inc	—	5,100.572	—	$34K	<0.1%
Honda Motor Co Ltd	—	3,447.701	—	$34K	<0.1%
International Consolidated Airlines Group SA	—	8,901.814	—	$34K	<0.1%
Kingfisher PLC	—	10,736.429	—	$33K	<0.1%
BlueScope Steel Ltd	—	2,819.285	—	$33K	<0.1%
Investec PLC	—	4,776.87	—	$33K	<0.1%
SKY Perfect JSAT Holdings Inc	—	5,599.689	—	$32K	<0.1%
Sojitz Corp	—	1,560.643	—	$32K	<0.1%
Lloyds Banking Group PLC	—	46,680.046	—	$32K	<0.1%
ING Groep NV	—	2,042.58	—	$32K	<0.1%
Super Retail Group Ltd	—	3,378.078	—	$32K	<0.1%
NHK Spring Co Ltd	—	2,489.253	—	$32K	<0.1%
Associated British Foods PLC	—	1,209.815	—	$31K	<0.1%
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen	—	61.124	—	$31K	<0.1%
Isuzu Motors Ltd	—	2,224.323	—	$31K	<0.1%
Credit Agricole SA	—	2,218.898	—	$31K	<0.1%
Nordea Bank Abp	—	2,800.296	—	$30K	<0.1%
Shionogi & Co Ltd	—	2,157.413	—	$30K	<0.1%
Julius Baer Group Ltd	—	467.47	—	$30K	<0.1%
SKF AB	—	1,608.565	—	$30K	<0.1%
Konecranes OYJ	—	472.895	—	$30K	<0.1%
Ipsen SA	—	260.409	—	$30K	<0.1%
Bekaert SA	—	860.795	—	$30K	<0.1%
Sumitomo Mitsui Financial Group Inc	—	1,220.665	—	$29K	<0.1%
ASR Nederland NV	—	616.662	—	$29K	<0.1%
United Overseas Bank Ltd	—	1,091.365	—	$29K	<0.1%
Fuyo General Lease Co Ltd	—	386.996	—	$29K	<0.1%
DNB Bank ASA	—	1,425.918	—	$28K	<0.1%
Societe Generale SA	—	1,010.892	—	$28K	<0.1%
Yokohama Rubber Co Ltd	—	1,309.276	—	$28K	<0.1%
Canon Inc	—	857.178	—	$28K	<0.1%
Renesas Electronics Corp	—	2,161.029	—	$28K	<0.1%
Subaru Corp	—	1,565.164	—	$28K	<0.1%
J Sainsbury PLC	—	8,162.181	—	$28K	<0.1%
CK Hutchison Holdings Ltd	—	5,226.255	—	$28K	<0.1%
Yamaha Motor Co Ltd	—	3,073.364	—	$27K	<0.1%
Telefonaktiebolaget LM Ericsson	—	3,373.557	—	$27K	<0.1%
Mitsubishi Gas Chemical Co Inc	—	1,510.008	—	$27K	<0.1%
Santen Pharmaceutical Co Ltd	—	2,632.116	—	$27K	<0.1%
Sumitomo Corp	—	1,213.432	—	$26K	<0.1%
Eni SpA	—	1,916.896	—	$26K	<0.1%
Bouygues SA	—	877.975	—	$26K	<0.1%
Kingboard Holdings Ltd	—	10,484.158	—	$25K	<0.1%
Equinor ASA	—	1,078.706	—	$25K	<0.1%
Tokai Rika Co Ltd	—	1,731.536	—	$25K	<0.1%
Orkla ASA	—	2,895.237	—	$25K	<0.1%
MCJ Co Ltd	—	2,708.068	—	$25K	<0.1%
Kamigumi Co Ltd	—	1,108.545	—	$24K	<0.1%
Brother Industries Ltd	—	1,397.888	—	$24K	<0.1%
Nippon Shinyaku Co Ltd	—	943.981	—	$24K	<0.1%
Daiwa House Industry Co Ltd	—	766.759	—	$24K	<0.1%
Mitsui Chemicals Inc	—	1,066.048	—	$24K	<0.1%
Fresenius SE & Co KGaA	—	676.339	—	$23K	<0.1%
Hosiden Corp	—	1,595.907	—	$23K	<0.1%
Mizrahi Tefahot Bank Ltd	—	536.188	—	$23K	<0.1%
Yue Yuen Industrial Holdings Ltd	—	10,282.522	—	$23K	<0.1%
Takeuchi Manufacturing Co Ltd	—	723.357	—	$23K	<0.1%
Sydbank A/S	—	434.014	—	$23K	<0.1%
Signify NV	—	1,020.838	—	$23K	<0.1%
AGL Energy Ltd	—	3,246.065	—	$23K	<0.1%
STMicroelectronics NV	—	898.771	—	$23K	<0.1%
IDOM Inc	—	3,123.999	—	$23K	<0.1%
Volkswagen AG	—	235.995	—	$23K	<0.1%
United Laboratories International Holdings Ltd	—	14,105.464	—	$22K	<0.1%
Eurazeo SE	—	300.193	—	$22K	<0.1%
Verallia SA	—	881.592	—	$22K	<0.1%
Indra Sistemas SA	—	1,241.046	—	$22K	<0.1%
New Hope Corp Ltd	—	7,125.972	—	$22K	<0.1%
Nippon Yusen KK	—	651.021	—	$22K	<0.1%
Macnica Holdings Inc	—	1,855.411	—	$22K	<0.1%
Serco Group PLC	—	11,423.618	—	$22K	<0.1%
Iyogin Holdings Inc	—	2,213.473	—	$22K	<0.1%
BAE Systems PLC	—	1,501.87	—	$22K	<0.1%
Jardine Cycle & Carriage Ltd	—	1,035.305	—	$21K	<0.1%
OMV AG	—	554.272	—	$21K	<0.1%
Mowi ASA	—	1,239.653	—	$21K	<0.1%
Citizen Watch Co Ltd	—	3,520.037	—	$21K	<0.1%
Loomis AB	—	681.764	—	$21K	<0.1%
Marks & Spencer Group PLC	—	4,409.766	—	$21K	<0.1%
Swatch Group AG/The	—	111.216	—	$20K	<0.1%
Sankyo Co Ltd	—	1,494.637	—	$20K	<0.1%
Pirelli & C SpA	—	3,544.45	—	$20K	<0.1%
Iveco Group NV	—	2,068.801	—	$20K	<0.1%
Sankyu Inc	—	566.931	—	$20K	<0.1%
BIPROGY Inc	—	644.692	—	$20K	<0.1%
Amada Co Ltd	—	1,974.765	—	$19K	<0.1%
Sumitomo Heavy Industries Ltd	—	921.376	—	$19K	<0.1%
NIPPON EXPRESS HOLDINGS INC	—	1,247.791	—	$19K	<0.1%
JB Hi-Fi Ltd	—	330.213	—	$19K	<0.1%
Bank of Queensland Ltd	—	4,563.1	—	$19K	<0.1%
Kohnan Shoji Co Ltd	—	811.064	—	$19K	<0.1%
Bayer AG	—	928.61	—	$19K	<0.1%
Valmet OYJ	—	759.525	—	$18K	<0.1%
Mitsui & Co Ltd	—	864.412	—	$18K	<0.1%
Aviva PLC	—	3,060.705	—	$18K	<0.1%
H & M Hennes & Mauritz AB	—	1,330.977	—	$18K	<0.1%
Daiwabo Holdings Co Ltd	—	910.526	—	$18K	<0.1%
Mitchells & Butlers PLC	—	5,780.022	—	$18K	<0.1%
Computacenter PLC	—	664.584	—	$18K	<0.1%
Sonae SGPS SA	—	18,487.2	—	$17K	<0.1%
D/S Norden A/S	—	590.44	—	$17K	<0.1%
Metcash Ltd	—	8,823.149	—	$17K	<0.1%
ANDRITZ AG	—	330.936	—	$17K	<0.1%
Frasers Group PLC	—	2,183.634	—	$17K	<0.1%
Ono Pharmaceutical Co Ltd	—	1,553.409	—	$16K	<0.1%
QinetiQ Group PLC	—	3,031.771	—	$16K	<0.1%
Japan Petroleum Exploration Co Ltd	—	2,170.071	—	$16K	<0.1%
Sandoz Group AG	—	376.869	—	$15K	<0.1%
Pets at Home Group Plc	—	5,833.875	—	$15K	<0.1%
UMS Integration Ltd	—	19,772.064	—	$15K	<0.1%
Airtel Africa PLC	—	10,407.301	—	$15K	<0.1%
Perseus Mining Ltd	—	9,294.235	—	$15K	<0.1%
Kanematsu Corp	—	880.687	—	$15K	<0.1%
ROCKWOOL A/S	—	41.593	—	$15K	<0.1%
Hanwa Co Ltd	—	464.757	—	$15K	<0.1%
Daicel Corp	—	1,628.458	—	$15K	<0.1%
United Internet AG	—	868.933	—	$14K	<0.1%
Kaneka Corp	—	588.632	—	$14K	<0.1%
Xinyi Glass Holdings Ltd	—	13,653.366	—	$14K	<0.1%
UBE Corp	—	903.292	—	$14K	<0.1%
Nomura Real Estate Holdings Inc	—	555.177	—	$14K	<0.1%
KDDI Corp	—	410.505	—	$13K	<0.1%
OSB Group PLC	—	2,416.013	—	$12K	<0.1%
Kaga Electronics Co Ltd	—	661.872	—	$12K	<0.1%
Perenti Ltd	—	14,075.744	—	$12K	<0.1%
Vesuvius PLC	—	2,246.024	—	$12K	<0.1%
AEON REIT Investment Corp	—	13.563	—	$11K	<0.1%
Prosus NV	—	271.259	—	$11K	<0.1%
ITOCHU Corp	—	207.965	—	$10K	<0.1%
Adecco Group AG	—	419.547	—	$10K	<0.1%
Myer Holdings Ltd	—	13,292.592	—	$10K	<0.1%
Megmilk Snow Brand Co Ltd	—	575.973	—	$10K	<0.1%
Anglo American PLC	—	335.457	—	$10K	<0.1%
Accent Group Ltd	—	6,715.467	—	$10K	<0.1%

Showing top 200 of 225 investments by value.