Plumbing And Pipe Fitting Industry Local 219 Annuity Fund — Form 5500 plan (Trustees Of Local 219 Annuity Fund)
Plain-English plan 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, Plumbing And Pipe Fitting Industry Local 219 Annuity Fund is a benefit plan reported by Trustees Of Local 219 Annuity Fund under EIN 51-0154940 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $37,857,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 219 Annuity Fund
- EIN
- 51-0154940
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 481
- End-of-year plan assets
- $37,857,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 481 | H, C | 20250218175741NAL0003380273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,857,659
- Total liabilities (EOY)
- $35,396
- Net assets (EOY)
- $37,822,263
- Net assets (BOY)
- $32,168,982
Income & contributions
- Employer contributions
- $2,281,943
- Participant contributions
- $158,252
- Total contributions
- $2,442,500
- Total income / additions
- $7,593,297
Expenses & distributions
- Benefits paid
- $1,799,868
- Administrative expenses
- $140,148
- Total expenses
- $1,940,016
- Net increase / (decrease)
- $5,653,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | not reported in the loaded dataset | $53,226 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment | not reported in the loaded dataset | $21,381 | not reported in the loaded dataset | 2023 |
| Benesys | not reported in the loaded dataset | $18,734 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $16,888 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips | not reported in the loaded dataset | $10,433 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 219 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- John Hancock — Schedule C compensation
- Strategic Capital Investment — Schedule C compensation
- Benesys — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation
- Faulkner, Hoffman & Phillips — Schedule C compensation