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Original filing (PDF)20251014185514NAL0007191442001
BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL 36
Form 5500
FILING_RECEIVED
PIPE TRADES DISTRICT COUNCIL 36 DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed9 service providers
Active participants
1,155
Accounts w/ balance
2,084
Plan assets (EOY)
$152.3M
Net assets (EOY)
$152.2M
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)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)]" is 100% of plan.
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL 36.
Plan sponsor
Name
BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL 36
DBA
DEFINED CONTRIBUTION PLAN
EIN
94-6082956
Address
1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA · 94502
Phone
(510) 433-4422
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | — | ALAMEDA, CA | NONE | $57K | — |
| MAMMINI COMPANY, INC. | 47-0879697 | — | NONE | $51K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $41K | — |
| NWPS | 91-2090931 | — | NONE | $22K | — |
| PIPE TRADE DC #36 PENSION TRUST | 94-6082956 | — | RELATED PARTY | $17K | — |
| US BANK | 31-0841368 | — | NONE | $12K | — |
| NEYHART, FLYNN, ANDERSON & GROSBOLL | 94-2576729 | — | NONE | $7K | — |
| UNION INSURANCE GROUP | — | CHICAGO, IL | NONE | $0 | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
1 pooled fund· $11.9M(8% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WILMINGTON TRUST CIT III FOR METLIF WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $11.9M | 7.8% |