Plumbing And Pipefitting Industry Local 219 Pension Plan — 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, Plumbing And Pipefitting Industry Local 219 Pension Plan is a benefit plan reported by Trustees Of Local 219 Pension Trust under EIN 34-6682376 and plan number 001. The latest loaded filing year is 2023. The filing reports 638 participants and $44,600,331 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Local 219 Pension Trust
EIN
34-6682376
Plan number
001
Plan type
1
Location
Canfield, OH
Latest filing year
2023
Participants
638
End-of-year plan assets
$44,600,331

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023638H, C20250218180552NAL0003381393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,600,331
Total liabilities (EOY)
$154,295
Net assets (EOY)
$44,446,036
Net assets (BOY)
$40,934,655

Income & contributions

Employer contributions
$4,880,105
Total contributions
$4,880,105
Total income / additions
$9,341,372

Expenses & distributions

Benefits paid
$5,491,104
Administrative expenses
$338,887
Total expenses
$5,829,991
Net increase / (decrease)
$3,511,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesysnot reported in the loaded dataset$63,346not reported in the loaded dataset2023
Strategic Capital Investmentnot reported in the loaded dataset$51,831not reported in the loaded dataset2023
Cuni, Rust And Strenknot reported in the loaded dataset$35,725not reported in the loaded dataset2023
Johnson & Krol LLCnot reported in the loaded dataset$32,435not reported in the loaded dataset2023
Ciuni & Panichi, Inc.not reported in the loaded dataset$22,076not reported in the loaded dataset2023
L. Calvin Jones And Co. Inc.not reported in the loaded dataset$16,692not reported in the loaded dataset2023
Plumbers & Pipefitters 219 CombinedFUND SERVICE OFFICE$15,574not reported in the loaded dataset2023
Washington Capital Management, Inc.not reported in the loaded dataset$14,344not reported in the loaded dataset2023
National Invesment Servicesnot reported in the loaded dataset$14,089not reported in the loaded dataset2023
American Core Realty Fund, LLCnot reported in the loaded dataset$11,939not reported in the loaded dataset2023
Pnc Banknot reported in the loaded dataset$8,356not reported in the loaded dataset2023
Stockbridge Capital Group, LLCnot reported in the loaded dataset$6,481not reported in the loaded dataset2023

Related Form 5500 pages