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Original filing (PDF)20260315163008NAL0001198498001
BOARD OF TRUSTEES PLM & STEAMFITTERS 248 ANNUITY PLN
Form 5500
FILING_RECEIVED
PLUMBERS & STEAMFITTERS LOCAL 248 ANNUITY PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
358
Accounts w/ balance
437
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
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
- 67 bps in Schedule C fees — 132% above peer band of 29 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 PLM & STEAMFITTERS 248 ANNUITY PLN.
Plan sponsor
Name
BOARD OF TRUSTEES PLM & STEAMFITTERS 248 ANNUITY PLN
EIN
47-6290329
Address
230 LEXINGTON GREEN CIRCLE · STE 400 · LEXINGTON, KY · 40503
Phone
(888) 999-7741
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-15
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
FRANK N HESTAND CPA PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | — | BOSTON, MA | NONE | $53K | — |
| UMR | 39-1995276 | LEXINGTON, KY | NONE | $17K | — |
| STANDARD VALUATIONS INC | 41-1327229 | ST PAUL, MN | NONE | $12K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | CINCINNATI, OH | NONE | $12K | — |
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.