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Original filing (PDF)20250413224507NAL0000513379001
PLUMBERS & STEAMFITTERS LOCAL 43 PENSION FUND
Form 5500
FILING_RECEIVED
PLUMBERS & STEAMFITTERS LOCAL 43 PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed17 service providers
Active participants
736
Accounts w/ balance
—
Plan assets (EOY)
$143.3M
Net assets (EOY)
$141.0M
How this plan invests
This plan
6 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
- 42 bps in Schedule C fees — 319% 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 PLUMBERS & STEAMFITTERS LOCAL 43 PENSION FUND.
Plan sponsor
Name
PLUMBERS & STEAMFITTERS LOCAL 43 PENSION FUND
EIN
62-6101288
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
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-13
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
DANIELS, IRWIN & AYLOR CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY - THE DOBBS GROUP | 26-4310632 | INDIANAPOLIS, IN | NONE | $163K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $86K | — |
| BHA CONSULTING, LLC | 26-1384808 | SUWANEE, GA | NONE | $73K | — |
| AGINCOURT CAPITAL MANAGEMENT | 62-0717969 | RICHMOND, VA | NONE | $46K | — |
| CHEVY CHASE TRUST | 52-2037618 | BETHESDA, MD | NONE | $35K | — |
| FOUNDRY PARTNERS | 46-1184506 | MINNEAPOLIS, MN | NONE | $33K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | BERWYN, PA | NONE | $33K | — |
| BANK OF NEW YORK MELLON | 13-5260382 | NEW YORK, NY | NONE | $27K | — |
| STRANCH, JENNINGS & GARVEY | 62-0513048 | NASHVILE, TN | NONE | $26K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $20K | — |
| SEGALL, BRYANT & HAMILL | 41-1788385 | CHICAGO, IL | NONE | $15K | — |
| BOSTON PARTNERS | 04-2501341 | NEW YORK, NY | NONE | $14K | — |
| POLEN CAPITAL MANAGEMENT | 26-0319356 | BOCA RATON, FL | NONE | $12K | — |
| D.F. DENT & COMPANY | 52-1045317 | BALTIMORE, MD | NONE | $12K | — |
| LEGAL & GENERAL INVESTMENT MANAGEME | 20-8058531 | CHICAGO, IL | NONE | $6K | — |
| NEWTOWER TRUST COMPANY | 20-1641876 | BETHESDA, MD | NONE | $0 | — |
| MONEY MARKET, MUTUAL AND ETF FUNDS | — | — | NONE | $0 | — |
Investments
6 pooled funds· $44.5M(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
$43.0M
5 holdings
Pooled Separate Account
$1.5M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| L&G S&P 500 CIT FUND RELIANCE TRUST COMPANY · EIN 58-1468634 / PN 003 | Common Collective Trust | $14.9M | 10.4% |
| L&G MSCI ACWI EX US CIT FUND RELIANCE TRUST COMPANY · EIN 58-1468634 / PN 015 | Common Collective Trust | $13.1M | 9.2% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $12.0M | 8.4% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $2.9M | 2.0% |
| PGIM REAL ESTATE UNION MORTGAGE ACC PRUDENTIAL LIFE INSURANCE COMPANY · EIN 22-1211670 / PN 040 | Pooled Separate Account | $1.5M | 1.1% |
| LONGVIEW ULTRA CONSTRUCTION LOAN FU AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | $4K | <0.1% |