Plumbers & Pipefitters Local Union 719 Pension Fund — Form 5500 plan (Trustees Of The Plumbers & Pipefitters Local Union 719 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 & Pipefitters Local Union 719 Pension Fund is a benefit plan reported by Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund under EIN 59-6178477 and plan number 001. The latest loaded filing year is 2023. The filing reports 729 participants and $65,161,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund
- EIN
- 59-6178477
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 729
- End-of-year plan assets
- $65,161,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 729 | H, C | 20241015163057NAL0029112897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,161,963
- Total liabilities (EOY)
- $72,911
- Net assets (EOY)
- $65,089,052
- Net assets (BOY)
- $60,930,093
Income & contributions
- Employer contributions
- $1,948,195
- Total contributions
- $1,948,195
- Total income / additions
- $10,229,337
Expenses & distributions
- Benefits paid
- $5,460,546
- Administrative expenses
- $609,832
- Total expenses
- $6,070,378
- Net increase / (decrease)
- $4,158,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Neba | NONE | $108,025 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment | NONE | $91,101 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $84,245 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind, Pa | NONE | $80,077 | not reported in the loaded dataset | 2023 |
| Pension Fund Evaluations | NONE | $37,200 | not reported in the loaded dataset | 2023 |
| Logan Capital | NONE | $32,732 | not reported in the loaded dataset | 2023 |
| Anchor Capital | NONE | $30,427 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Service Co. | NONE | $29,000 | not reported in the loaded dataset | 2023 |
| Dsf Multi-Family Real Estate | NONE | $27,147 | not reported in the loaded dataset | 2023 |
| Ksdt & Co, LLC. | NONE | $11,475 | not reported in the loaded dataset | 2023 |
| Penn Square Real Estate Group | NONE | $8,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Neba — Schedule C compensation
- Columbia Management Investment — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Sugarman & Susskind, Pa — Schedule C compensation
- Pension Fund Evaluations — Schedule C compensation
- Logan Capital — Schedule C compensation
- Anchor Capital — Schedule C compensation
- Southern Actuarial Service Co. — Schedule C compensation
- Dsf Multi-Family Real Estate — Schedule C compensation
- Ksdt & Co, LLC. — Schedule C compensation
- Penn Square Real Estate Group — Schedule C compensation