Back to filter
Original filing (PDF)20250814161947NAL0005502899001
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 131 PENSION PLAN
Form 5500
FILING_RECEIVED
PLUMBERS AND STEAMFITTERS LOC 131 PENSION PLAN
Defined-benefit pension plan
Signals · 1
6 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 131 PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 131 PENSION PLAN
EIN
51-6029575
Address
C/O ZENITH AMERICAN SOLUTIONS · PO BOX 5817 · WALLINGFORD, CT · 064927617
Phone
(203) 269-7741
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
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)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL COMPANY | 13-1928058 | — | NONE | $78K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $69K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $64K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $17K | — |
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $10K | — |
| COMERICA | 42-1741646 | — | NONE | $8K | — |
Investments
4 pooled funds· $0
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.
Common Collective Trust
$0
2 holdings
103-12 Investment Entity
$0
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $0 | — |
| SEGAL MARCO FIXED INCOME GROUP TRUS SEGAL ADVISORS INC · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | $0 | — |
| SEGAL MARCO EQUITY GROUP TRUST SEGAL ADVISORS INC · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | $0 | — |
| INVESCO MARCO ALLOCATION STRATEGY INVESCO TRUST COMPANY · EIN 81-2234495 / PN 001 | Common Collective Trust | $0 | — |