2023 Form 5500 filing — Plumbers & Fitters Local Union 295 Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010120242NAL0020035601003) for Plumbers & Fitters Local Union 295 Pension Plan, reported by Trustees Plumbers & Fitters Local Union 295 Pension Fund under EIN 59-6486522 and plan number 001. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010120242NAL0020035601003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Plumbers & Fitters Local Union 295 Pension Fund
- EIN
- 59-6486522
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,513,578
- Total liabilities (EOY)
- $45,773
- Net assets (EOY)
- $59,467,805
- Employer contributions
- $3,422,367
- Total income / additions
- $14,017,701
- Benefits paid
- $3,352,022
- Administrative expenses
- $587,613
- Total expenses
- $3,939,635
- Net increase / (decrease)
- $10,078,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atalanta Sosnoff Capital LLC | NONE | $125,372 | not reported in the loaded dataset |
| Columbia Investment Management | NONE | $115,923 | not reported in the loaded dataset |
| Karpus Investment Management, Inc. | NONE | $111,688 | not reported in the loaded dataset |
| National Employee Benefits Administ | NONE | $79,500 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $37,790 | not reported in the loaded dataset |
| Dsf Advisors LLC | NONE | $0 | $23,342 |
| Pension Fund Evaluations, Inc. | NONE | $20,000 | not reported in the loaded dataset |
| Southern Actuarial Services Company | NONE | $17,725 | not reported in the loaded dataset |
| Pnc Bank Na | NONE | $13,244 | $0 |
| Ua Of Journeymen & 295 Ppf | NONE | $8,226 | not reported in the loaded dataset |