2023 Form 5500 filing — Trustees Of Jacksonville Plumbers And Pipefitters
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 20250616175048NAL0001089825001) for Trustees Of Jacksonville Plumbers And Pipefitters, reported by Trustees Of Jacksonville Plumbers And Pipefitters under EIN 59-6168181 and plan number 001. It reports 1,855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616175048NAL0001089825001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Jacksonville Plumbers And Pipefitters
- EIN
- 59-6168181
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,855
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $287,715,023
- Total liabilities (EOY)
- $218,030
- Net assets (EOY)
- $287,496,993
- Employer contributions
- $15,231,906
- Total income / additions
- $52,545,758
- Benefits paid
- $13,973,649
- Administrative expenses
- $1,296,860
- Total expenses
- $15,270,509
- Net increase / (decrease)
- $37,275,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lsv Asset Management | NONE | $178,482 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $144,834 | not reported in the loaded dataset |
| Brown Advisory | NONE | $123,398 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $122,250 | not reported in the loaded dataset |
| Boston And Trust Investment Mgmt | NONE | $109,743 | not reported in the loaded dataset |
| Victory Capital Management | NONE | $97,922 | $2,846 |
| Segal Marco Advisors | NONE | $100,000 | not reported in the loaded dataset |
| Horizaon Actuarial Services, LLC | NONE | $70,542 | not reported in the loaded dataset |
| Truist Bank | NONE | $65,778 | not reported in the loaded dataset |
| Lapadula Carlson & Co | NONE | $46,268 | not reported in the loaded dataset |
| Venable Law Firm, P.A | NONE | $13,963 | not reported in the loaded dataset |
| Ullico | NONE | $6,254 | not reported in the loaded dataset |
| Thornburg Investment Manager | NONE | $0 | $1,158 |