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Original filing (PDF)20260313125108NAL0007802800003
PLUMBERS AND STEAMFITTERS LOCAL 166
Form 5500
FILING_RECEIVED
PLUMBERS & STEAMFITTERS LOCAL 166 AFL-CIO PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed12 service providers
Active participants
710
Accounts w/ balance
—
Plan assets (EOY)
$95.1M
Net assets (EOY)
$95.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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 "[DFE: ASB ALLEGIANCE REAL ESTATE FUND (extraction pending)]" is 100% of plan.
- 39 bps in Schedule C fees — 144% 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 PLUMBERS AND STEAMFITTERS LOCAL 166.
Plan sponsor
Name
PLUMBERS AND STEAMFITTERS LOCAL 166
EIN
51-6132690
Address
2930 WEST LUDWIG ROAD · FORT WAYNE, IN · 468181328
Phone
(260) 490-5696
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
WHITINGER & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC | 38-2383171 | — | NONE | $73K | — |
| ASHERKELLY | 84-3379113 | — | NONE | $43K | — |
| CUNI RUST & STRENK | 31-1227755 | — | NONE | $40K | — |
| MARINER | 59-3676225 | — | NONE | $40K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $37K | — |
| FIFTH THIRD BANK | — | CINCINNATI, OH | NONE | $35K | — |
| WHITINGER & COMPANY LLC | 35-0905017 | — | NONE | $24K | — |
| CHEVY CHASE TRUST COMPANY | 52-6257033 | — | NONE | $23K | — |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. | — | NORTHVILLE, MI | NONE | $21K | — |
| MCQUEEN INSURANCE GROUP | 20-1495393 | — | NONE | $17K | — |
| PLUMBERS & STEAMFITTERS LOCAL 166 | 35-1776725 | — | SPONSOR | $12K | — |
| AMERICAN GRAPHICS | 38-2090931 | — | NONE | $7K | — |
Investments
1 pooled fund· $2.2M(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $2.2M | 2.3% |