2023 Form 5500 filing — Plumbers Local Union No. 519 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 20250214101939NAL0042513200001) for Plumbers Local Union No. 519 Pension Fund, reported by Trustees Of Plumbers Local Union No. 519 Pension Fund under EIN 59-6134292 and plan number 001. It reports 1,092 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214101939NAL0042513200001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers Local Union No. 519 Pension Fund
- EIN
- 59-6134292
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 1,092
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,725,684
- Total liabilities (EOY)
- $33,674
- Net assets (EOY)
- $43,692,010
- Employer contributions
- $1,835,135
- Total income / additions
- $5,329,124
- Benefits paid
- $3,734,620
- Administrative expenses
- $579,183
- Total expenses
- $4,313,803
- Net increase / (decrease)
- $1,015,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefit Plan | NONE | $121,455 | not reported in the loaded dataset |
| Sugarman & Susskind | NONE | $104,135 | not reported in the loaded dataset |
| Cap Trust Advisors LLC | NONE | $84,228 | not reported in the loaded dataset |
| Gamco Investors, Inc. | NONE | $58,824 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $45,282 | not reported in the loaded dataset |
| Lapadula Carlson & Co | NONE | $39,924 | not reported in the loaded dataset |