2023 Form 5500 filing — Plumbing And Pipefitting Industry Local 219 Pension Plan

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 20250218180552NAL0003381393001) for Plumbing And Pipefitting Industry Local 219 Pension Plan, reported by Trustees Of Local 219 Pension Trust under EIN 34-6682376 and plan number 001. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250218180552NAL0003381393001
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Local 219 Pension Trust
EIN
34-6682376
Plan number
001
Location
Canfield, OH
Participants
638
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$44,600,331
Total liabilities (EOY)
$154,295
Net assets (EOY)
$44,446,036
Employer contributions
$4,880,105
Total income / additions
$9,341,372
Benefits paid
$5,491,104
Administrative expenses
$338,887
Total expenses
$5,829,991
Net increase / (decrease)
$3,511,381
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benesysnot reported in the loaded dataset$63,346not reported in the loaded dataset
Strategic Capital Investmentnot reported in the loaded dataset$51,831not reported in the loaded dataset
Cuni, Rust And Strenknot reported in the loaded dataset$35,725not reported in the loaded dataset
Johnson & Krol LLCnot reported in the loaded dataset$32,435not reported in the loaded dataset
Ciuni & Panichi, Inc.not reported in the loaded dataset$22,076not reported in the loaded dataset
L. Calvin Jones And Co. Inc.not reported in the loaded dataset$16,692not reported in the loaded dataset
Plumbers & Pipefitters 219 CombinedFUND SERVICE OFFICE$15,574not reported in the loaded dataset
Washington Capital Management, Inc.not reported in the loaded dataset$14,344not reported in the loaded dataset
National Invesment Servicesnot reported in the loaded dataset$14,089not reported in the loaded dataset
American Core Realty Fund, LLCnot reported in the loaded dataset$11,939not reported in the loaded dataset
Pnc Banknot reported in the loaded dataset$8,356not reported in the loaded dataset
Stockbridge Capital Group, LLCnot reported in the loaded dataset$6,481not reported in the loaded dataset

Related Form 5500 pages