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Original filing (PDF)20250415190427NAL0006598560002
JOINT GOV. COMM. PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 525
Form 5500
FILING_RECEIVED
PENSION AND RETIREMENT PLAN OF PLUMBERS AND PIPEFITTERS UNION LOCAL 525
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed14 service providers
Active participants
1,532
Accounts w/ balance
—
Plan assets (EOY)
$413.2M
Net assets (EOY)
$412.8M
How this plan invests
This plan
20 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 51 bps in Schedule C fees — 410% above peer band of 10 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 JOINT GOV. COMM. PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 525.
Plan sponsor
Name
JOINT GOV. COMM. PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 525
EIN
88-6003864
Address
8311 WEST SUNSET RD. #250 · LAS VEGAS, NV · 89113
Phone
(702) 415-2180
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
BENESYS ADMINISTRATORS
EIN
38-2383171
City
LAS VEGAS, NV
Phone
(702) 415-2180
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN REALTY ADVISORS, LLC | 33-0123114 | LOS ANGELES, CA | NONE | $456K | — |
| RUBINBROWN LLP | 43-0765316 | LAS VEGAS, NV | NONE | $372K | — |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | 26-1367865 | LAS VEGAS, NV | NONE | $333K | — |
| BENESYS ADMINISTRATORS | 38-2383171 | TROY, MI | NONE | $241K | — |
| NIS OF AMERICA, LLC | 84-3937993 | MILWAUKEE, WI | NONE | $195K | — |
| BARON CAPITAL MANAGEMENT, INC. | 13-3390015 | NEW YORK, NY | NONE | $180K | — |
| CHEIRON, INC. | 13-4215617 | SOLANA BEACH, CA | NONE | $93K | — |
| NEW ENGLAND PENSION CONSULTANTS | 26-1429809 | BOSTON, MA | NONE | $75K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | NEW YORK, NY | NONE | $63K | — |
| MIDWEST INSTITUTIONAL TRUST SERVICE | 36-2085229 | OVERLAND PARK, KS | NONE | $39K | — |
| BMO HARRIS BANK | 36-2085229 | CHICAGO, IL | NONE | $28K | — |
| SMART SOURCE | 30-0830429 | PLEASANTON, CA | NONE | $13K | — |
| IRON MOUNTAIN INCORPORATED | 23-2588479 | ROYERSFORD, PA | NONE | $12K | — |
| UA LOCAL 525 | 88-0030428 | LAS VEGAS, NV | AFFILIATED UNION LOCAL | $8K | — |
Investments
20 pooled funds· $283.9M(69% 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
$212.1M
12 holdings
103-12 Investment Entity
$65.5M
7 holdings
Pooled Separate Account
$6.3M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | $61.4M | 14.9% |
| NCS GROUP TRUST - GLOBAL FUND BNY MELLON INVESTMENT ADVISER, INC. · EIN 76-6192146 / PN 003 | 103-12 Investment Entity | $44.1M | 10.7% |
| NHIT DYNAMIC FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY LLC · EIN 20-8080381 / PN 023 | Common Collective Trust | $36.3M | 8.8% |
| LAZARD GLOBAL EQUITY FRANCHISE CIT GREAT GRAY TRUST COMPANY LLC · EIN 38-7304121 / PN 001 | Common Collective Trust | $29.9M | 7.2% |
| NIS INTERMEDIATE FIXED INC FD LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 20-0065449 / PN 004 | Common Collective Trust | $25.8M | 6.2% |
| SEGALL, BRYANT & HAMILL COLLECTIVE SEI TRUST COMPANY · EIN 81-0835598 / PN 090 | Common Collective Trust | $22.2M | 5.4% |
| BARON EMERGING MARKETS COLLECTIVE I GLOBAL TRUST COMPANY · EIN 30-6492561 / PN 002 | Common Collective Trust | $22.1M | 5.3% |
| CRESCENT CAPITAL TRUST II (LEVERED) GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 005 | Common Collective Trust | $7.3M | 1.8% |
| WASHINGTON CAP JOINT MASTER TRUST WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $6.9M | 1.7% |
| ALCENTRA EURO CREDIT OPP FUND III ALCENTRA EUROPEAN CREDIT OPPORTUNITIES FUND III SCSP · EIN 98-1453417 / PN 001 | 103-12 Investment Entity | $6.8M | 1.7% |
| ULLICO SEPERATE ACCOUNT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | $6.3M | 1.5% |
| INSTITUTIONAL CREDIT FUND, L.P. HPS INVESTMENT PARTNERS LLC · EIN 20-8774276 / PN 002 | 103-12 Investment Entity | $3.8M | 0.9% |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 45-4783986 / PN 001 | Common Collective Trust | $3.4M | 0.8% |
| MCMORGAN INFRASTRUCTURE FUND I, L.P MCMORGAN & COMPANY LLC · EIN 30-0808269 / PN 001 | 103-12 Investment Entity | $2.9M | 0.7% |
| NIS HIGH YIELD FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | $1.9M | 0.5% |
| NIS PREFERRED STOCK FUND II, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 16-1626084 / PN 002 | Common Collective Trust | $1.8M | 0.4% |
| ALCENTRA MULTI-STRATEGY EURO CREDIT THE BANK OF NEW YORK MELLON · EIN 80-6263676 / PN 001 | 103-12 Investment Entity | $1.0M | 0.2% |
| VOYA CREDIT OPPORTUNITIES FUND VOYA ALTERNATIVE ASSET MANAGEMENT LLC · EIN 13-3863170 / PN 000 | Common Collective Trust | $48K | <0.1% |
| ALCENTRA EURO CREDIT OPP FUND THE BANK OF NEW YORK MELLON · EIN 61-6496775 / PN 001 | 103-12 Investment Entity | $5K | <0.1% |
| TCW CAPITAL TRUST SEI TRUST COMPANY · EIN 27-6148636 / PN 109 | Common Collective Trust | $0 | <0.1% |