2023 Form 5500 filing — Plumbers Local Union 219 Health And Welfare 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 20241016165537NAL0030889201001) for Plumbers Local Union 219 Health And Welfare Fund, reported by Trustees Of Local 219 Pension Trust under EIN 34-1374275 and plan number 501. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016165537NAL0030889201001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 219 Pension Trust
- EIN
- 34-1374275
- Plan number
- 501
- Location
- Canfield, OH
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,079,378
- Total liabilities (EOY)
- $3,470,540
- Net assets (EOY)
- $7,608,838
- Employer contributions
- $4,762,250
- Participant contributions
- $505,355
- Total income / additions
- $5,826,428
- Benefits paid
- $4,261,029
- Administrative expenses
- $506,351
- Total expenses
- $4,767,380
- Net increase / (decrease)
- $1,059,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Community Insurance Company (G1728) | not reported in the loaded dataset | $113,727 | not reported in the loaded dataset |
| Benesys, Inc. | not reported in the loaded dataset | $91,502 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $44,400 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, LLC. | not reported in the loaded dataset | $38,661 | not reported in the loaded dataset |
| Cuni, Rust & Strenk, Inc. | not reported in the loaded dataset | $27,000 | not reported in the loaded dataset |
| Ancora Advisors, LLC | not reported in the loaded dataset | $18,912 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $16,189 | not reported in the loaded dataset |