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Original filing (PDF)20251030154900NAL0001704531001
TRUSTEES OF THE PLUMBERS, PIPEFITTERS AND HVAC TECHNICIANS LOCAL UNION
Form 5500
FILING_RECEIVED
PLUMBERS, PIPEFITTERS AND HVAC TECHNICIANS LOCAL UNION NO. 572 ANNUITY FUND
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,562
Accounts w/ balance
1,562
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.4M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF THE PLUMBERS, PIPEFITTERS AND HVAC TECHNICIANS LOCAL UNION.
Plan sponsor
Name
TRUSTEES OF THE PLUMBERS, PIPEFITTERS AND HVAC TECHNICIANS LOCAL UNION
EIN
83-4459073
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 37070
Phone
(615) 859-0131
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-30
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LAPADULA CARLSON & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFITS ADMINISTRATORS IN | 62-1116095 | — | NONE | $23K | — |
| LAPADULA CARLSON & CO. | 65-0292391 | — | NONE | $10K | — |
Investments
12 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO 5.83% GUARANTEED INTEREST CONTRACT | — | — | $2.3M | $2.4M | 23.1% | |
| Principal Life Insurance Co 5.83% Guaranteed Interest Contract | — | — | $2.3M | $2.3M | 21.9% | |
| Metlife Contract #38476 Guaranteed Interest Contract | — | — | $1.7M | $1.7M | 16.3% | |
| PRINCIPAL LIFE INSURANCE CO 6.24% GUARANTEED INTEREST CONTRACT | — | — | $1.5M | $1.6M | 15.6% | |
| PRINCIPAL LIFE INSURANCE CO 5.70% GUARANTEED INTEREST CONTRACT | — | — | $1.1M | $1.2M | 11.7% | |
| M ETLIFE GUARANTEED INTEREST CONTRACT | — | — | $1.1M | $1.2M | 11.2% | |
| PRINCIPAL LIFE INSURANCE CO 5.44% GUARANTEED INTEREST CONTRACT | — | — | $1.1M | $1.1M | 10.6% | |
| Metlife Contract #42608 Guaranteed Interest Contract | — | — | $1.1M | $1.1M | 10.5% | |
| PRINCIPAL LIFE INSURANCE CO 4.94% GUARANTEED INTEREST CONTRACT | — | — | $750K | $767K | 7.3% | |
| Principal Life Insurance Co 4.33% Guaranteed Interest Contract | — | — | $762K | $762K | 7.3% | |
| or (loss)$ (i) Net gain 750,000 | — | — | $750K | $762K | 7.3% | |
| Principal Life Insurance Co 4.94% Guaranteed Interest Contract | — | — | $750K | $750K | 7.2% |