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Original filing (PDF)20250914141741NAL0001094962001
TRUSTEES, PLUMBERS AND PIPEFITTERS LOCAL 430 H&W
Form 5500
FILING_RECEIVED
PLUMBERS AND PIPEFITTERS LOCAL 430 H&W FUND
Health & welfare plan
Signals · 4
100% in single holding~657 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
760
Accounts w/ balance
—
Plan assets (EOY)
$14.4M
Net assets (EOY)
$13.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "TRANSACTIONS N/A N/A (e) LeaseRental WELFARE 18 PIPEFITTERSDECEMBER AND Price N/A REPORTABLE (d) Selling AND" is 100% of plan.
- 657 bps in Schedule C fees — 2164% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES, PLUMBERS AND PIPEFITTERS LOCAL 430 H&W.
Plan sponsor
Name
TRUSTEES, PLUMBERS AND PIPEFITTERS LOCAL 430 H&W
EIN
73-0776131
Address
2908 N. HARVARD AVE · TULSA, OK · 74115
Phone
(918) 388-6598
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
ROYLE VAZQUEZ LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL | 36-1236610 | — | NONE | $534K | — |
| SAV-RX PRESCRIPTION SERVICES | 86-1323040 | — | NONE | $119K | — |
| PLUMBERS AND PIPEFITTERS LOCAL 430 | 73-1530462 | — | RELATED PARTY | $117K | — |
| RYAN BENEFITS, INC. | 46-1358532 | — | NONE | $60K | — |
| ROBEIN, URANN, SPENCER, PICARD & CA | 72-0999672 | — | NONE | $35K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $33K | — |
| ROYLE VAZQUEZ LLP | 92-1092242 | — | NONE | $19K | — |
| AMERICAN HEALTH HOLDING, INC | — | NEW ALBANY, OH | NONE | $16K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $10K | — |
Investments
1 direct security· $12.1M(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSACTIONS N/A (e) LeaseRental WELFARE 18 PIPEFITTERSDECEMBER AND Price N/A REPORTABLE (d) Selling AND | — | — | — | $12.1M | 84.0% |