2023 Form 5500 filing — Plumbing And Pipe Fitting Industry Local 219 Annuity Fund
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 20250218175741NAL0003380273001) for Plumbing And Pipe Fitting Industry Local 219 Annuity Fund, reported by Trustees Of Local 219 Annuity Fund under EIN 51-0154940 and plan number 001. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218175741NAL0003380273001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 219 Annuity Fund
- EIN
- 51-0154940
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,857,659
- Total liabilities (EOY)
- $35,396
- Net assets (EOY)
- $37,822,263
- Employer contributions
- $2,281,943
- Participant contributions
- $158,252
- Total income / additions
- $7,593,297
- Benefits paid
- $1,799,868
- Administrative expenses
- $140,148
- Total expenses
- $1,940,016
- Net increase / (decrease)
- $5,653,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | not reported in the loaded dataset | $53,226 | not reported in the loaded dataset |
| Strategic Capital Investment | not reported in the loaded dataset | $21,381 | not reported in the loaded dataset |
| Benesys | not reported in the loaded dataset | $18,734 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $16,888 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips | not reported in the loaded dataset | $10,433 | not reported in the loaded dataset |