Pension Plan Of The Florida Trowel Trades Pension Trust Fund — Form 5500 plan (Florida Trowel Trades Pension Trust 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, Pension Plan Of The Florida Trowel Trades Pension Trust Fund is a benefit plan reported by Florida Trowel Trades Pension Trust Fund under EIN 59-6214171 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,085 participants and $54,959,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Trowel Trades Pension Trust Fund
- EIN
- 59-6214171
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,085
- End-of-year plan assets
- $54,959,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,085 | H, C | 20250425134507NAL0008763201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,959,951
- Total liabilities (EOY)
- $18,495
- Net assets (EOY)
- $54,941,456
- Net assets (BOY)
- $51,069,366
Income & contributions
- Employer contributions
- $737,298
- Total contributions
- $737,298
- Total income / additions
- $7,793,338
Expenses & distributions
- Benefits paid
- $3,368,414
- Administrative expenses
- $552,834
- Total expenses
- $3,921,248
- Net increase / (decrease)
- $3,872,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefits Administrators | NONE | $138,220 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $129,402 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $38,518 | not reported in the loaded dataset | 2023 |
| Wedge Capital | NONE | $26,743 | not reported in the loaded dataset | 2023 |
| United Actuarial Service | NONE | $20,675 | not reported in the loaded dataset | 2023 |
| Venable Law Firm, P.A. | NONE | $17,815 | not reported in the loaded dataset | 2023 |
| Ksdt &Co,LLC. | NONE | $17,445 | not reported in the loaded dataset | 2023 |
| Prudential Financial | NONE | $16,850 | not reported in the loaded dataset | 2023 |
| Segall Bryant Hamill | NONE | $14,146 | not reported in the loaded dataset | 2023 |
| Foundry Partners | NONE | $9,928 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Florida Trowel Trades Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefits Administrators — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Wedge Capital — Schedule C compensation
- United Actuarial Service — Schedule C compensation
- Venable Law Firm, P.A. — Schedule C compensation
- Ksdt &Co,LLC. — Schedule C compensation
- Prudential Financial — Schedule C compensation
- Segall Bryant Hamill — Schedule C compensation
- Foundry Partners — Schedule C compensation