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Original filing (PDF)20251010102219NAL0012312688004
ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND
Form 5500
FILING_RECEIVED
ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND
Defined-benefit pension plan
Signals · 3
27% in single holdingNo recordkeeper disclosed20 service providers
Active participants
2,639
Accounts w/ balance
—
Plan assets (EOY)
$452.2M
Net assets (EOY)
$451.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LONGVIEW LARGECAP 500 INDEX FUND (extraction pending)]" is 27% of plan.
- 68 bps in Schedule C fees — 585% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND.
Plan sponsor
Name
ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND
EIN
58-1233396
Address
2010 N.W. 150TH AVE, STE 100 · PEMBROKE PINES, FL · 330282887
Phone
(954) 266-6322
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsOther
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRESCENT CAPITAL GROUP LP | 27-2698206 | — | NONE | $1.4M | — |
| CONFLUENCE INVESTMENT MANAGEMENT | 26-1764456 | — | NONE | $191K | — |
| CONSTITUTION CAPITAL PARTNERS LLC | 82-0831325 | — | NONE | $187K | — |
| ATLANTA CAPITAL MANAGEMENT | 26-3757865 | — | NONE | $181K | — |
| NATIONAL EMPLOYEE BENEFIT ADMIN | 65-0498809 | — | NONE | $162K | — |
| ARES MANAGEMENT LLC | 01-0605583 | — | NONE | $143K | — |
| CHEVY CHASE TRUST COMPANY | 52-6257033 | — | NONE | $126K | — |
| FIERA CAPITAL | 13-2726734 | — | NONE | $119K | — |
| LAZARD ASSET MANAGEMENT LLC | 20-0169148 | — | NONE | $103K | — |
| KAYNE ANDERSON RUDNICK INVESTMENT | 95-4575414 | — | NONE | $96K | — |
| CLEAR BRIDGE INTERNATIONAL | 20-5991122 | — | NONE | $78K | — |
| HORIZON ACTUARIAL SERVICES LLC | 26-1370698 | — | NONE | $62K | — |
| CONGRESS ASSET MANAGEMENT | 04-2848965 | — | NONE | $52K | — |
| ARNALL GOLDEN GREGORY LLP | 58-0543673 | — | NONE | $46K | — |
| REYNOLDS CONSULTING SERVICES | 20-1899564 | — | NONE | $41K | — |
| JP MORGAN ASST MANAGEMENT | 13-3200244 | — | NONE | $34K | — |
| AMALGAMATED BANK | 46-2044954 | — | NONE | $31K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $30K | — |
| US BANK | 31-0841368 | — | NONE | $13K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $10K | — |
Investments
8 pooled funds· $246.9M(55% 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
$238.1M
7 holdings
Pooled Separate Account
$8.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $65.5M | 14.5% | |
| COMMINGLED PENSION TRUST-CORE BOND JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $53.3M | 11.8% | |
| LONGVIEW BROAD MARKET 3000 INDEX FD AMALGAMATED BANK · EIN 46-2044954 / PN 020 | Common Collective Trust | — | — | $40.4M | 8.9% | |
| LONGVIEW LARGECAP 1000 GROWTH INDEX AMALGAMATED BANK · EIN 42-2032992 / PN 019 | Common Collective Trust | — | — | $32.2M | 7.1% | |
| COLUMBIA TRUST STRATEGIC INCOME FD AMERIPRISE TRUST COMPANY · EIN 87-1716408 / PN 204 | Common Collective Trust | — | — | $27.6M | 6.1% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $11.5M | 2.6% | |
| PRINCIPAL US PROPERTY SEP. ACCOUNT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $8.8M | 1.9% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, N.A. · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $7.6M | 1.7% |