Trustees Of Jacksonville Plumbers And Pipefitters — Form 5500 plan (Trustees Of Jacksonville Plumbers And Pipefitters)
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, Trustees Of Jacksonville Plumbers And Pipefitters is a benefit plan reported by Trustees Of Jacksonville Plumbers And Pipefitters under EIN 59-6168181 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,855 participants and $287,715,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Jacksonville Plumbers And Pipefitters
- EIN
- 59-6168181
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,855
- End-of-year plan assets
- $287,715,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,855 | H, C | 20250616175048NAL0001089825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $287,715,023
- Total liabilities (EOY)
- $218,030
- Net assets (EOY)
- $287,496,993
- Net assets (BOY)
- $250,221,744
Income & contributions
- Employer contributions
- $15,231,906
- Total contributions
- $15,231,906
- Total income / additions
- $52,545,758
Expenses & distributions
- Benefits paid
- $13,973,649
- Administrative expenses
- $1,296,860
- Total expenses
- $15,270,509
- Net increase / (decrease)
- $37,275,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lsv Asset Management | NONE | $178,482 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $144,834 | not reported in the loaded dataset | 2023 |
| Brown Advisory | NONE | $123,398 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $122,250 | not reported in the loaded dataset | 2023 |
| Boston And Trust Investment Mgmt | NONE | $109,743 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $97,922 | $2,846 | 2023 |
| Segal Marco Advisors | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Horizaon Actuarial Services, LLC | NONE | $70,542 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $65,778 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co | NONE | $46,268 | not reported in the loaded dataset | 2023 |
| Venable Law Firm, P.A | NONE | $13,963 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $6,254 | not reported in the loaded dataset | 2023 |
| Thornburg Investment Manager | NONE | $0 | $1,158 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Jacksonville Plumbers And Pipefitters
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Lsv Asset Management — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Brown Advisory — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Boston And Trust Investment Mgmt — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Horizaon Actuarial Services, LLC — Schedule C compensation
- Truist Bank — Schedule C compensation
- Lapadula Carlson & Co — Schedule C compensation
- Venable Law Firm, P.A — Schedule C compensation
- Ullico — Schedule C compensation
- Thornburg Investment Manager — Schedule C compensation