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Original filing (PDF)20250615135506NAL0000133331001
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUND
Form 5500
FILING_RECEIVED
HEATING, PIPING AND REFRIGERATION PENSION FD PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed30 service providers
Active participants
4,817
Accounts w/ balance
—
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
6 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)
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
- 57 bps in Schedule C fees — 1038% above peer band of 5 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 BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUND.
Plan sponsor
Name
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUND
EIN
52-1058013
Address
8700 ASHWOOD DRIVE · CAPITOL HEIGHTS, MD · 20743
Phone
(206) 695-0969
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
SARFINO AND RHOADES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
30 rowsOther
30| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT, LLC | 95-3046237 | — | SERVICE PROVIDER | $621K | — |
| LOOMIS SAYLES AND COMPANY | 20-8080381 | — | SERVICE PROVIDER | $594K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | SERVICE PROVIDER | $489K | — |
| CRESCENT CREDIT SOLUTIONS VIIIA-2 | 86-1529826 | — | SERVICE PROVIDER | $477K | — |
| CRESCENT MEZZANINE PARTNERS VIIB | 47-3358654 | — | SERVICE PROVIDER | $427K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | SERVICE PROVIDER | $423K | — |
| BLUE OWL GPSC ADVISORS LLC | — | NEW YORK, NY | SERVICE PROVIDER | $372K | — |
| CHEVY CHASE TRUST | 52-2037618 | — | SERVICE PROVIDER | $336K | — |
| HAMILTON LANE STRATEGIC OPP 2018 GP | 23-2962336 | — | SERVICE PROVIDER | $327K | — |
| JP MORGAN CHASE BANK, NTL ASSOC | 13-4994650 | — | SERVICE PROVIDER | $316K | — |
| NB ALTERNATIVES ADVISORS LLC | 30-0536163 | — | SERVICE PROVIDER | $278K | — |
| SHENKMAN CAPITAL MANAGEMENT | — | NEW YORK, NY | SERVICE PROVIDER | $263K | — |
| SYSTEMATIC FINANCIAL MANAGEMENT | 22-3367558 | — | SERVICE PROVIDER | $252K | — |
| EAGLE ASSET MANAGEMENT | 59-2385219 | — | SERVICE PROVIDER | $227K | — |
| WPAS, INC. | 91-1363171 | — | SERVICE PROVIDER | $216K | — |
| WESTERN ASSET MANAGEMENT COMPANY | 20-1226970 | — | SERVICE PROVIDER | $205K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | SERVICE PROVIDER | $192K | — |
| BLACKSTONE REAL ESTATE | 84-1747170 | — | SERVICE PROVIDER | $182K | — |
| SIT FIXED INCOME ADVISORS II, LLC | 41-1894024 | — | SERVICE PROVIDER | $177K | — |
| THE SEGAL COMPANY, INC | 13-1835864 | — | SERVICE PROVIDER | $168K | — |
| O'DONOGHUE AND O'DONOGHUE, LLP | 52-0120528 | — | SERVICE PROVIDER | $113K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | SERVICE PROVIDER | $90K | — |
| M&T BANK | 16-0538020 | — | SERVICE PROVIDER | $75K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | SERVICE PROVIDER | $57K | — |
| SARFINO AND RHOADES, LLP | 52-0961657 | — | SERVICE PROVIDER | $44K | — |
| CRESCENT MEZZANINE PARTNERS VIB | 80-0790681 | — | SERVICE PROVIDER | $24K | — |
| AMALGAMATED BANK | 13-4920330 | — | SERVICE PROVIDER | $13K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | SERVICE PROVIDER | $12K | — |
| PENNANTPARK INVESTMENT ADVISORS | — | NEW YORK, NY | SERVICE PROVIDER | $9K | — |
| PACIFIC INVESTMENT MANAGEMENT COMP | — | NEWPORT BEACH, CA | SERVICE PROVIDER | $3K | — |
Investments
6 pooled funds· $395.1M(32% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LOOMIS LARGE CAP GROWTH TRUST LOOMIS SAYLES TRUST COMPANY · EIN 84-6391546 / PN 001 | Common Collective Trust | $133.8M | 10.9% |
| LONGVIEW BROAD MARKET 3000 INDEX FU AMALGAMATED BANK · EIN 26-2044954 / PN 020 | Common Collective Trust | $111.1M | 9.1% |
| EARNEST PARTNERS MULTI INVEST TRUST SEI TRUST COMPANY · EIN 58-2386669 / PN 001 | Common Collective Trust | $62.4M | 5.1% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $36.8M | 3.0% |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $35.4M | 2.9% |
| JPMCB SPECIAL SITUATION PROP FUND JP MORGAN CHASE BANK · EIN 13-4994650 / PN 001 | Common Collective Trust | $15.5M | 1.3% |