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Original filing (PDF)20250314100823NAL0013646803001
BOARD OF TRUSTEES - PLUMBERS & PIPEFITTERS LU 286 HEALTH & WELFARE FUN
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS L.U. 286 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~1338 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
1,629
Accounts w/ balance
—
Plan assets (EOY)
$28.8M
Net assets (EOY)
$27.1M
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
- 1338 bps in Schedule C fees — 4514% above peer band of 29 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 BOARD OF TRUSTEES - PLUMBERS & PIPEFITTERS LU 286 HEALTH & WELFARE FUN.
Plan sponsor
Name
BOARD OF TRUSTEES - PLUMBERS & PIPEFITTERS LU 286 HEALTH & WELFARE FUN
EIN
74-6188725
Address
6121 INDIAN SCHOOL RD NE · STE 123 · ALBUQUERQUE, NM · 87110
Phone
(505) 359-3761
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
Audit & trust (Schedule H)
Auditor
EDWARDS AND LEATHERS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $2.5M | — |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | 36-1236610 | — | NONE | $893K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $198K | — |
| RYAN BENEFITS, INC. | — | PLANO, TX | NONE | $61K | — |
| RBC WEALTH MANAGEMENT | — | DALLAS, TX | NONE | $56K | — |
| CONNERS & WINTERS LLP | 73-1388566 | — | NONE | $52K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | NONE | $45K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $8K | — |
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.