Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$374K in admin expenses, $583 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 15 lines in all, holding $43.0M of the plan's $47.4M. Recordkeeper: Plumbers & Pipefitters 219 Combined.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $25.7M | 59.8% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $4.9M | 11.4% |
| NIS Core Fixed Income QP Fund National Investment Services · Collective trust | $4.3M | 10.0% |
| Stockbridge Niche Logistics Fund LP Stockbridge · Mutual fund | $1.9M | 4.4% |
| Federated Hermes Government Obligations Fund Federated Hermes · Money market | $1.6M | 3.8% |
| Cbre US Core Partners CIT CBRE Investment Management · Collective trust | $1.5M | 3.5% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $526K | 1.2% |
| Harding Loevner International Equity - Institutional Affiliated Managers Group · Other | $521K | 1.2% |
| Real estate Manager not matched · Mutual fund | $489K | 1.1% |
| MFS International Equity Fund Class I MFS (Sun Life) · Mutual fund | $478K | 1.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 12 by compensation.
| Provider | Compensation |
|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 51 ADVISORS, INC. · LOMBARD, IL 60148 Investment Mgmt Fees | $64,667 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 Contract Administrator | $58,982 |
CUNI, RUST & STRENK9 years Filed as: CUNI, RUST AND STRENK Service code 11 · EIN 31-1227755 Actuarial | $54,350 |
CIUNI & PANICHI, INC.10+ years Service code 10 · EIN 34-1322309 Accounting | $31,130 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON & KROL LLC Service code 29 311 S. WACKER DR, STE 1050 · CHICAGO, IL 60606 Legal | $19,217 |
L. CALVIN JONES AND CO. INC.10+ years Service code 22 · EIN 34-0667613 Insurance Broker | $17,053 |
AMERICAN FUNDS3 years Filed as: STOCKBRIDGE CAPITAL GROUP, LLC Service code 28 4 EMBARCADERO CENTER, SUITE 3300 · SAN FRANCISCO, CA 94111 Investment Management | $14,295 |
PLUMBERS & PIPEFITTERS 219 COMBINED10+ years Service code 64 · EIN 54-2172847 Recordkeeping Fees | $14,037 |
M&T BANK5 years Filed as: NATIONAL INVESMENT SERVICES Service code 16 777 E. WISCONSIN, STE 2350 · MILWAUKEE, WI 53202 Consulting | $13,163 |
Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 Investment Management | $12,507 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Kevin A. Cole Cuni, Rust & Strenk Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025