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Original filing (PDF)20250616170141NAL0002809346001
TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
842
Accounts w/ balance
—
Plan assets (EOY)
$110.0M
Net assets (EOY)
$109.6M
How this plan invests
This plan
3 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
- 45 bps in Schedule C fees — 346% above peer band of 10 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 TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST.
Plan sponsor
Name
TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST
EIN
57-0524232
Address
2010 NW 150TH AVE STE 200 · PEMBROKE PINES, FL · 330282888
Phone
(478) 741-3521
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
2025-06-16
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 rowsOther
6| 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 | — | NONE | $60K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $50K | — |
| ARNALL GOLDEN GREGORY LLP | 58-0543673 | — | NONE | — | — |
Investments
3 pooled funds· $25.4M(23% 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 |
|---|---|---|---|
| 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% |