2023 Form 5500 filing — Plumbers & Pipefitters Local Union 719 Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015163057NAL0029112897001) for Plumbers & Pipefitters Local Union 719 Pension Fund, reported by Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund under EIN 59-6178477 and plan number 001. It reports 729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163057NAL0029112897001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund
- EIN
- 59-6178477
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 729
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,161,963
- Total liabilities (EOY)
- $72,911
- Net assets (EOY)
- $65,089,052
- Employer contributions
- $1,948,195
- Total income / additions
- $10,229,337
- Benefits paid
- $5,460,546
- Administrative expenses
- $609,832
- Total expenses
- $6,070,378
- Net increase / (decrease)
- $4,158,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neba | NONE | $108,025 | not reported in the loaded dataset |
| Columbia Management Investment | NONE | $91,101 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $84,245 | not reported in the loaded dataset |
| Sugarman & Susskind, Pa | NONE | $80,077 | not reported in the loaded dataset |
| Pension Fund Evaluations | NONE | $37,200 | not reported in the loaded dataset |
| Logan Capital | NONE | $32,732 | not reported in the loaded dataset |
| Anchor Capital | NONE | $30,427 | not reported in the loaded dataset |
| Southern Actuarial Service Co. | NONE | $29,000 | not reported in the loaded dataset |
| Dsf Multi-Family Real Estate | NONE | $27,147 | not reported in the loaded dataset |
| Ksdt & Co, LLC. | NONE | $11,475 | not reported in the loaded dataset |
| Penn Square Real Estate Group | NONE | $8,125 | not reported in the loaded dataset |