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Original filing (PDF)20260205122900NAL0004572353004
JT BRD TRUSTEES PLUMBERS & PIPEFITTERS
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL 152 RETIREMENT ANNUIT
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,851
Accounts w/ balance
638
Plan assets (EOY)
$75.0M
Net assets (EOY)
$74.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JT BRD TRUSTEES PLUMBERS & PIPEFITTERS.
Plan sponsor
Name
JT BRD TRUSTEES PLUMBERS & PIPEFITTERS
EIN
55-0623667
Address
9200 US ROUTE 60 · ONA, WV · 255459507
Phone
(304) 525-0331
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
2026-02-05
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
GRAY, GRIFFITH, & MAYS A.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | 55-0672859 | CHARLESTON, WV | NONE | $31K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $28K | — |
| STANDARD VALUATIONS, INC | 41-1327339 | ST. PAUL, MN | NONE | $22K | — |
| GRAY, GRIFFITH & MAYS, A.C. | 55-0621482 | CHARLESTON, WV | NONE | $15K | — |
| JOHN F. DASCOLI, PLLC | 20-5780253 | CHARLESTON, WV | NONE | $7K | — |
Investments
8 direct securities · 13 pooled funds· $74.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$61.0M
13 holdings
Uncategorized
$13.4M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 1,406,945 | — | $15.4M | 20.6% | |
| T. ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 933,697 | — | $10.3M | 13.7% | |
| T. ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 900,788 | — | $9.8M | 13.1% | |
| T. ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 583,127 | — | $6.4M | 8.6% | |
| T. ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 525,680 | — | $5.8M | 7.8% | |
| Mass Mutual Guaranteed Income | — | 5,392,989 | — | $5.5M | 7.3% | |
| T. ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 475,833 | — | $5.3M | 7.0% | |
| iShares S&P 500 Index K | — | 6,207 | — | $4.3M | 5.7% | |
| Participant Loans | — | — | — | $2.6M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 199,149 | — | $2.2M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 184,997 | — | $2.0M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2065 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 120,286 | — | $1.3M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 92,721 | — | $1.0M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 78,732 | — | $854K | 1.1% | |
| iShares MSCI Total International Index KBDOXK | — | 41,998 | — | $483K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 42,257 | — | $458K | 0.6% | |
| iShares Russell 2000 Small-Cap Index K | — | 12,228 | — | $279K | 0.4% | |
| iShares U.S. Aggregate Bond Index K | — | 19,015 | — | $171K | 0.2% | |
| Baird Aggregate Bond Fund | — | 13,936 | — | $136K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | 7,906 | — | $85K | 0.1% | |
| Mass Mutual Cash Management Funds | — | 3,818 | — | $4K | <0.1% |