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Original filing (PDF)20251001141502NAL0005969155004
PIPE FITTERS LOCAL UNION #211 DEFINED CONTRIBUTION RETIREMENT PLAN
Form 5500
FILING_RECEIVED
PIPE FITTERS LOCAL UNION #211 DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding~91 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,224
Accounts w/ balance
4,224
Plan assets (EOY)
$44.3M
Net assets (EOY)
$44.2M
How this plan invests
This plan
1 pooled trust
Schedule D
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 "[DFE: JOHN HANCOCK LIFE INSURANCE (no filing on disk)]" is 100% of plan.
- 91 bps in Schedule C fees — 214% 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 PIPE FITTERS LOCAL UNION #211 DEFINED CONTRIBUTION RETIREMENT PLAN.
Plan sponsor
Name
PIPE FITTERS LOCAL UNION #211 DEFINED CONTRIBUTION RETIREMENT PLAN
EIN
76-0525814
Address
P.O. BOX 87549 · HOUSTON, TX · 772877549
Phone
(713) 643-9300
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
2025-10-01
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
HARPER & PEARSON COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE | 01-0233346 | — | NONE | $317K | — |
| HARPER & PEARSON COMPANY, PC. | 74-1695589 | — | NONE | $52K | — |
| BENEFIT RESOURCES | 76-0223606 | HOUSTON, TX | NONE | $20K | — |
| BAKER & BOTTS | 74-1195457 | — | NONE | $15K | — |
Investments
1 pooled fund· $43.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $43.8M | 99.0% |