2023 Form 5500 filing — Pension Plan Of The Florida Trowel Trades Pension Trust 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 20250425134507NAL0008763201001) for Pension Plan Of The Florida Trowel Trades Pension Trust Fund, reported by Florida Trowel Trades Pension Trust Fund under EIN 59-6214171 and plan number 001. It reports 1,085 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250425134507NAL0008763201001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Florida Trowel Trades Pension Trust Fund
- EIN
- 59-6214171
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,085
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,959,951
- Total liabilities (EOY)
- $18,495
- Net assets (EOY)
- $54,941,456
- Employer contributions
- $737,298
- Total income / additions
- $7,793,338
- Benefits paid
- $3,368,414
- Administrative expenses
- $552,834
- Total expenses
- $3,921,248
- Net increase / (decrease)
- $3,872,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefits Administrators | NONE | $138,220 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $129,402 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $38,518 | not reported in the loaded dataset |
| Wedge Capital | NONE | $26,743 | not reported in the loaded dataset |
| United Actuarial Service | NONE | $20,675 | not reported in the loaded dataset |
| Venable Law Firm, P.A. | NONE | $17,815 | not reported in the loaded dataset |
| Ksdt &Co,LLC. | NONE | $17,445 | not reported in the loaded dataset |
| Prudential Financial | NONE | $16,850 | not reported in the loaded dataset |
| Segall Bryant Hamill | NONE | $14,146 | not reported in the loaded dataset |
| Foundry Partners | NONE | $9,928 | not reported in the loaded dataset |