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Original filing (PDF)20250415081907NAL0003095009002
PLUMBERS AND PIPEFITTERS LOCAL 168 VACATION FUND
Form 5500
FILING_RECEIVED
PLUMBERS AND PIPEFITTERS LOCAL 168 VACATION FUND
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
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 PLUMBERS AND PIPEFITTERS LOCAL 168 VACATION FUND.
Plan sponsor
Name
PLUMBERS AND PIPEFITTERS LOCAL 168 VACATION FUND
EIN
55-0726736
Address
201 FRONT STREET · MARIETTA, OH · 45750
Phone
(412) 431-4710
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-04-15
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
PACKER THOMAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACKER THOMAS | 34-1667340 | CANFIELD, OH | N/A | $38K | — |
| CENTRAL DATA SERVICES | 25-1352803 | HARMONY, PA | N/A | $13K | — |
| FAULKNER, HOFFMAN & PHILLIPS, LLC | 45-1540483 | CLEVELAND, OH | N/A | $8K | — |
| ANDCO CONSULTING LLC | — | PITTSBURGH, PA | N/A | $5K | — |
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.
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