Original filing (PDF)20250616170141NAL0002809346001

Trustees of Plumbers & Pipefitters LU 421 Pension Fund Trust

Name: Trustees of Plumbers & Pipefitters LU 421 Pension Fund Trust — Form 5500 Plan 001 (2023)
Creator: Trustees of Plumbers & Pipefitters LU 421 Pension Fund Trust
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Plumbers & Pipefitters LU 421 Pension Fund Trust

Defined-benefit pension plan · Trustees of Plumbers & Pipefitters LU 421 Pension Fund Trust's Plumbers & Pipefitters LU 421 Pension Fund Trust held $110.0M in plan assets for 842 participants in 2023.

Signals · 3

25% employer stockSelf-directed brokerage offered6 service providers

Active participants

842

Accounts w/ balance

—

Plan assets (EOY)

$110.0M

Net assets (EOY)

$109.6M

Plan identifiers

Trustees of Plumbers & Pipefitters LU 421 Pension Fund Trust's EIN is 57-0524232.

EIN 57-0524232

Plan number 001

Plan year 2023

ACK ID 20250616170141NAL0002809346001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trustees of Plumbers & Pipefitters LU 421 Pension Fund Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST.

Finding similar companies…

How this plan invests

This plan

3 pooled trusts

Schedule D

275 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST

EIN

all filings

Address

2010 NW 150TH AVE STE 200 · PEMBROKE PINES, FL · 330282888

Phone

(478) 741-3521

Industry

Plumbing, Heating, AC Contractors· Construction

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

2025-06-16

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

LAPADULA CARLSON & CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
INVESTMENT PERFORMANCE SERVICE	—	NEWTOWN, PA	NONE	$193K	—
NATIONAL EMPLOYEE BENEFIT ADMIN	52-6218800	—	NONE	$118K	—
NEWTOWER TRUST COMPANY	30-0872552	—	NONE	$70K	—
LAPADULA CARLSON & CO	65-0292391	—

Investments

275 direct securities · 3 pooled funds· $34.2M(31% 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.

Common Collective Trust

$25.4M

3 holdings

Common Collective Trusts

$6.1M

22 holdings

Common Stocks

$2.2M

235 holdings

Bonds / Notes

$198K

1 holding

Self-Directed Brokerage

$166K

1 holding

Mutual Funds

$132K

2 holdings

Other securities

$44K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Northern Trust$4.1M Galliard$991K Dodge & Cox$132K MetLife$102K Wellington$96K Wells Fargo / Allspring$8K Voya$5K JPMorgan$5K Goldman Sachs$3K

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
HARDMAN JOHNSTON INTL EQUITY GROUP AMALGAMATED BANK · EIN 13-4920330 / PN 013	Common Collective Trust	—	—	$9.0M	8.1%
NORTHERN TRUST RUSSELL 100 GROWTH I NORTHERN TRUST BANK · EIN 98-0210484 / PN 001	Common Collective Trust	—	—	$8.9M	8.1%
MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001	Common Collective Trust	—	—	$7.6M	6.9%
NT Collective Russell 3000 Index Fund / Non Lending* Collective Trust Fund 1,798,502 units	Common Collective Trusts	—	$22K	$1.7M	1.5%
Northern Trust Global Investments Collective Daily Aggregate Bond Index Fund - Non Lending* Collective Trust Fund 844,716 units	Common Collective Trusts	—	$10K	$1.6M	1.4%
Amgen Stock* Employer Securities 392,391 shares	Common Stocks	—	$5K	$1.4M	1.3%
Galliard Stable Return Fund W* Collective Trust Fund 1,276,224 units	Common Collective Trusts	—	$16K	$991K	0.9%
NT Collective MSCI All Country World Index (ACWI) ex/US Index Fund / Non Lending (Tier J)* Collective Trust Fund 194,876 units	Common Collective Trusts	—	$2K	$471K	0.4%
Polaris Capital Management Collective Investment Trust International Value Collective Fund* Collective Trust Fund 1,559,016 units	Common Collective Trusts	—	$19K	$233K	0.2%
Mawer International Equity Collective Investment Trust Class B* Collective Trust Fund 1,102,136 units	Common Collective Trusts	—	$14K	$228K	0.2%
Notes Receivable from Participants* Interest Rate 4.25% - 9.50%	Bonds / Notes	—	—	$198K	0.2%
Northern Trust Collective Russell 1000 Value Index Fund - Non Lending* Collective Trust Fund 28,376 units	Common Collective Trusts	—	$351	$196K	0.2%
Reliance Trust Institutional Retirement Trust GQG Partners International Equity Fund Series 11 Class C* Collective Trust Fund 1,015,711 units	Common Collective Trusts	—	$13K	$188K	0.2%
Participant Self-Directed Accounts Various Investments	Self-Directed Brokerage	—	—	$166K	0.2%
Dodge & Cox International Fund Mutual Fund 216,056 shares	Mutual Funds	—	$3K	$132K	0.1%
Wilmington Trust Collective Investment Trust / Jennison International Equity Opportunities CIT Class J* Collective Trust Fund 1,111,271 units	Common Collective Trusts	—	$14K	$128K	0.1%
Wellington Core Bond Plus Portfolio Collective Investment Trust II* Collective Trust Fund 682,917 units	Common Collective Trusts	—	$8K	$96K	<0.1%
MetLife Core Plus Collective Fund* Collective Trust Fund 777,815 units	Common Collective Trusts	—	$10K	$95K	<0.1%
NT Collective MSCI All Country World Index (ACWI) ex/US Index Fund / Non Lending* Collective Trust Fund 24,766 units	Common Collective Trusts	—	$307	$66K	<0.1%
NT Collective Short Term Investment Fund* Collective Trust Fund 4,536,970 units	Common Collective Trusts	—	$56K	$56K	<0.1%
NT Collective Russell 3000 Index Fund / Non Lending* Collective Trust Fund 54,968 units	Common Collective Trusts	—	$681	$51K	<0.1%
Schroder Global Strategic Bond Trust Class W* Collective Trust Fund 263,087 units	Common Collective Trusts	—	$3K	$34K	<0.1%
Amazon Inc. Common and Preferred Stock 13,598 shares	Common Stocks	—	$168	$26K	<0.1%
Microsoft Corporation Common and Preferred Stock 5,476 shares	Common Stocks	—	$68	$25K	<0.1%
Northern Trust Global Investments Collective Daily Aggregate Bond Index Fund - Non Lending* Collective Trust Fund 13,105 units	Common Collective Trusts	—	$162	$24K	<0.1%
Visa Inc. Class A Common and Preferred Stock 5,481 shares	Common Stocks	—	$68	$18K	<0.1%
ServiceNow Inc. Common and Preferred Stock 1,967 shares	Common Stocks	—	$24	$17K	<0.1%
NT Collective Short Term Investment Fund* Collective Trust Fund 1,369,958 units	Common Collective Trusts	—	$17K	$17K	<0.1%
Nvidia Corporation Common and Preferred Stock 2,207 shares	Common Stocks	—	$27	$14K	<0.1%
Netflix, Inc. Common and Preferred Stock 1,941 shares	Common Stocks	—	$24	$12K	<0.1%
Dexcom Inc. Common and Preferred Stock 6,699 shares	Common Stocks	—	$83	$10K	<0.1%
UnitedHealth Group Inc. Common and Preferred Stock 1,534 shares	Common Stocks	—	$19	$10K	<0.1%
S&P Global Inc Common and Preferred Stock 1,696 shares	Common Stocks	—	$21	$9K	<0.1%
Danaher Corporation Common and Preferred Stock 3,199 shares	Common Stocks	—	$40	$9K	<0.1%
SS&C Technologies Holdings Inc. Common and Preferred Stock 11,962 shares	Common Stocks	—	$148	$9K	<0.1%
Citigroup Inc. Common and Preferred Stock 13,778 shares	Common Stocks	—	$171	$9K	<0.1%
Dow Inc. Common and Preferred Stock 12,299 shares	Common Stocks	—	$152	$8K	<0.1%
Canadian Pacific Kansas City Limited Common and Preferred Stock 8,313 shares	Other securities	—	$103	$8K	<0.1%
Intuit Inc. Common and Preferred Stock 1,013 shares	Common Stocks	—	$13	$8K	<0.1%
Ecolab, Inc. Common and Preferred Stock 3,187 shares	Common Stocks	—	$39	$8K	<0.1%
Wells Fargo & Company* Common and Preferred Stock 12,417 shares	Common Stocks	—	$154	$8K	<0.1%
Facebook Inc. Common and Preferred Stock 1,707 shares	Common Stocks	—	$21	$7K	<0.1%
Equinix Inc. Common and Preferred Stock 747 shares	Common Stocks	—	—	$7K	<0.1%
Workday Inc. Class A Common and Preferred Stock 2,166 shares	Common Stocks	—	$27	$7K	<0.1%
Autodesk Inc. Common and Preferred Stock 2,453 shares	Common Stocks	—	$30	$7K	<0.1%
MSCI Inc. Common and Preferred Stock 1,052 shares	Common Stocks	—	$13	$7K	<0.1%
Baxter International Inc. Common and Preferred Stock 15,301 shares	Common Stocks	—	$189	$7K	<0.1%
Thermo Fisher Corporation Common and Preferred Stock 1,084 shares	Common Stocks	—	$13	$7K	<0.1%
Snowflake Inc. Class A Common and Preferred Stock 2,861 shares	Common Stocks	—	$35	$7K	<0.1%
Capital One Financial Corporation Common and Preferred Stock 4,311 shares	Common Stocks	—	$53	$7K	<0.1%