Plumbers & Fitters Local Union 295 Pension Plan — Form 5500 plan (Trustees Plumbers & Fitters Local Union 295 Pension 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, Plumbers & Fitters Local Union 295 Pension Plan is a benefit plan reported by Trustees Plumbers & Fitters Local Union 295 Pension Fund under EIN 59-6486522 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $59,513,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Plumbers & Fitters Local Union 295 Pension Fund
- EIN
- 59-6486522
- Plan number
- 001
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 520
- End-of-year plan assets
- $59,513,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H, C | 20241010120242NAL0020035601003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,513,578
- Total liabilities (EOY)
- $45,773
- Net assets (EOY)
- $59,467,805
- Net assets (BOY)
- $49,389,739
Income & contributions
- Employer contributions
- $3,422,367
- Total contributions
- $3,422,367
- Total income / additions
- $14,017,701
Expenses & distributions
- Benefits paid
- $3,352,022
- Administrative expenses
- $587,613
- Total expenses
- $3,939,635
- Net increase / (decrease)
- $10,078,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atalanta Sosnoff Capital LLC | NONE | $125,372 | not reported in the loaded dataset | 2023 |
| Columbia Investment Management | NONE | $115,923 | not reported in the loaded dataset | 2023 |
| Karpus Investment Management, Inc. | NONE | $111,688 | not reported in the loaded dataset | 2023 |
| National Employee Benefits Administ | NONE | $79,500 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $37,790 | not reported in the loaded dataset | 2023 |
| Dsf Advisors LLC | NONE | $0 | $23,342 | 2023 |
| Pension Fund Evaluations, Inc. | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Services Company | NONE | $17,725 | not reported in the loaded dataset | 2023 |
| Pnc Bank Na | NONE | $13,244 | $0 | 2023 |
| Ua Of Journeymen & 295 Ppf | NONE | $8,226 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Plumbers & Fitters Local Union 295 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Columbia Investment Management — Schedule C compensation
- Karpus Investment Management, Inc. — Schedule C compensation
- National Employee Benefits Administ — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Dsf Advisors LLC — Schedule C compensation
- Pension Fund Evaluations, Inc. — Schedule C compensation
- Southern Actuarial Services Company — Schedule C compensation
- Pnc Bank Na — Schedule C compensation
- Ua Of Journeymen & 295 Ppf — Schedule C compensation