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Original filing (PDF)20251011213413NAL0004902307002
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
Form 5500
FILING_RECEIVED
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
Defined-benefit pension plan
Signals · 3
65% in single holdingNo recordkeeper disclosed9 service providers
Active participants
267
Accounts w/ balance
—
Plan assets (EOY)
$60.3M
Net assets (EOY)
$60.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
68
Participation health
100
Knocking points off
- Top holding "[DFE: AFL-CIO EQUITY INDEX (no filing on disk)]" is 65% of plan.
- 51 bps in Schedule C fees — 216% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (9 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN.
Plan sponsor
Name
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
EIN
63-6055121
Address
1717 OLD SHELL RD · MOBILE, AL · 366041323
Phone
(251) 478-5412
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
2025-10-11
Pension benefit codes
1B · Flat-dollar DB formula
1F · Section 414(k) arrangement
Audit & trust (Schedule H)
Auditor
CRI ADVISORS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 31-0841368 | MILWAUKEE, WI | INVESTMENT CUSTODIAN | $12K | — |
Advisor / Consultant
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULLICO INFRASTRUCTURE TAX EXEMPT | 90-0622302 | SILVER SPRINGS, MD | INVESTMENT MANAGER | $57K | — |
| NEWTOWER TRUST COMPANY | 38-0872552 | BETHESADA, MD | INVESTMENT MANAGER | $46K | — |
| MARQUETTE ASSOCIATES INC | 36-3485298 | CHICAGO, IL | INVESTMENT MANAGER | $40K | — |
| FOUNDRY PARTNERS | 46-1184506 | MINNEAPOLIS, MN | INVESTMENT MANAGER | $12K | — |
| PARAMETRIC DEFENSIVE EQUITY FUND LL | 45-2531297 | MINNEAPOLIS, MN | INVESTMENT MANAGER | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GULF STATES CONS & ADM INC | 63-0836919 | MOBILE, AL | PLAN ADMINISTRATOR | $83K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRI ADVISORS, LLC | 72-1396621 | ENTERPRISE, AL | AUDITOR | $16K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ACTURIAL SERVICES INC | 35-2156428 | CARMEL, IN | ACTUARY | $32K | — |
Investments
5 direct securities · 4 pooled funds· $35.8M(59% 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
$23.4M
2 holdings
Pooled Separate Account
$6.2M
2 holdings
Uncategorized
$6.2M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AFL-CIO EQUITY INDEX CHEVY CHASE TRUST · EIN 27-3350609 / PN 001 | Common Collective Trust | — | — | $19.1M | 31.7% | |
| NEWTOWER TRUST COMPANY MULTI EMPLOYER PROPERTY TRUST · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $4.3M | 7.1% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT LP ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | Pooled Separate Account | — | — | $3.6M | 6.0% | |
| 1 INVESTMENT IN MASTER FUND | — | — | — | $3.6M | 6.0% | |
| PARAMETRIC DEFENSIVE EQUITY FD NOTHERN TRUST · EIN 45-2531297 / PN 001 | Pooled Separate Account | — | — | $2.6M | 4.3% | |
| Vanguard S&P 500 ETF | — | 2,436.543 | — | $1.3M | 2.2% | |
| U.S. treasury notes | — | 719,258.677 | — | $714K | 1.2% | |
| U.S. treasury bills | — | 556,829.422 | — | $546K | 0.9% | |
| RECEIVABLE FROM MASTER FUND | — | — | $12K | $12K | <0.1% |
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