Plumbers Local Union 219 Health And Welfare Fund — Form 5500 plan (Trustees Of Local 219 Pension Trust)
Plain-English plan 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, Plumbers Local Union 219 Health And Welfare Fund is a benefit plan reported by Trustees Of Local 219 Pension Trust under EIN 34-1374275 and plan number 501. The latest loaded filing year is 2023. The filing reports 451 participants and $11,079,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 219 Pension Trust
- EIN
- 34-1374275
- Plan number
- 501
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $11,079,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241016165537NAL0030889201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,079,378
- Total liabilities (EOY)
- $3,470,540
- Net assets (EOY)
- $7,608,838
- Net assets (BOY)
- $6,549,790
Income & contributions
- Employer contributions
- $4,762,250
- Participant contributions
- $505,355
- Total contributions
- $5,267,605
- Total income / additions
- $5,826,428
Expenses & distributions
- Benefits paid
- $4,261,029
- Administrative expenses
- $506,351
- Total expenses
- $4,767,380
- Net increase / (decrease)
- $1,059,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Community Insurance Company (G1728) | not reported in the loaded dataset | $113,727 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | not reported in the loaded dataset | $91,502 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $44,400 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC. | not reported in the loaded dataset | $38,661 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk, Inc. | not reported in the loaded dataset | $27,000 | not reported in the loaded dataset | 2023 |
| Ancora Advisors, LLC | not reported in the loaded dataset | $18,912 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $16,189 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 219 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Community Insurance Company (G1728) — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC. — Schedule C compensation
- Cuni, Rust & Strenk, Inc. — Schedule C compensation
- Ancora Advisors, LLC — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation