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Original filing (PDF)20250514181507NAL0014303987001
PLUMBERS & STEAMFITTERS LOCAL NO. 177 HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND
Health & welfare plan
Signals · 2
~395 bps in Sched C feesNo recordkeeper disclosed
Active participants
154
Accounts w/ balance
—
Plan assets (EOY)
$5.0M
Net assets (EOY)
$4.8M
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
- 395 bps in Schedule C fees — 660% above peer band of 52 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 & STEAMFITTERS LOCAL NO. 177 HEALTH & WELFARE FUND.
Plan sponsor
Name
PLUMBERS & STEAMFITTERS LOCAL NO. 177 HEALTH & WELFARE FUND
EIN
58-0665496
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449
Phone
(615) 859-0131
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
DANIELS, IRWIN & AYLOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD OF GA | 58-0469845 | ATLANTA, GA | NONE | $94K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $92K | — |
| DANIELS IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $12K | — |
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.