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Original filing (PDF)20260216140008NAL0005468144001
PLUMBERS & FITTERS LOCAL UNION NO. 110 BENEFIT TRUST FUND
Form 5500
FILING_RECEIVED
PLUMBERS & FITTERS LOCAL UNION NO. 110 BENEFIT TRUST FUND
Health & welfare plan
Signals · 3
~290 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
502
Accounts w/ balance
—
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.0M
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
- 290 bps in Schedule C fees — 901% 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 PLUMBERS & FITTERS LOCAL UNION NO. 110 BENEFIT TRUST FUND.
Plan sponsor
Name
PLUMBERS & FITTERS LOCAL UNION NO. 110 BENEFIT TRUST FUND
EIN
54-6058147
Address
5305 VIRGINIA BEACH BLVD. · NORFOLK, VA · 23502
Phone
(615) 859-0131
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4E · Vision
Audit & trust (Schedule H)
Auditor
DANIELS, IRWIN & AYLOR, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | 54-0357120 | INDIANAPOLIS, IN | NONE | $253K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $223K | — |
| WILBANKS SMITH & THOMAS ASSET MGMT | — | NORFOLK, VA | NONE | $39K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $19K | — |
| SWIFTMD | — | EXTON, PA | NONE | $13K | — |
| REYNOLDS CONSULTING SERVICES | 20-1899564 | HICKSVILLE, NY | NONE | $10K | — |
| STRANCH JENNINGS & GARVEY | 62-0513048 | NASHVILLE, TN | NONE | $10K | — |
| MUTUAL & EXCHANGE TRADED FUNDS | — | — | NONE | $0 | — |
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.