Plumbers Local Union No. 519 Pension Fund — Form 5500 plan (Trustees Of Plumbers Local Union No. 519 Pension Fund)
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 No. 519 Pension Fund is a benefit plan reported by Trustees Of Plumbers Local Union No. 519 Pension Fund under EIN 59-6134292 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,092 participants and $43,725,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers Local Union No. 519 Pension Fund
- EIN
- 59-6134292
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 1,092
- End-of-year plan assets
- $43,725,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,092 | H, C | 20250214101939NAL0042513200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,725,684
- Total liabilities (EOY)
- $33,674
- Net assets (EOY)
- $43,692,010
- Net assets (BOY)
- $42,676,689
Income & contributions
- Employer contributions
- $1,835,135
- Total contributions
- $1,835,135
- Total income / additions
- $5,329,124
Expenses & distributions
- Benefits paid
- $3,734,620
- Administrative expenses
- $579,183
- Total expenses
- $4,313,803
- Net increase / (decrease)
- $1,015,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefit Plan | NONE | $121,455 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind | NONE | $104,135 | not reported in the loaded dataset | 2023 |
| Cap Trust Advisors LLC | NONE | $84,228 | not reported in the loaded dataset | 2023 |
| Gamco Investors, Inc. | NONE | $58,824 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $45,282 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co | NONE | $39,924 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers Local Union No. 519 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefit Plan — Schedule C compensation
- Sugarman & Susskind — Schedule C compensation
- Cap Trust Advisors LLC — Schedule C compensation
- Gamco Investors, Inc. — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Lapadula Carlson & Co — Schedule C compensation