Plan Snapshot
- Plan Sponsor: Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund
- Sponsor EIN: 596178477
- Sponsor Address: 2010 NW 150TH AVENUE, SUITE 200, PEMBROKE PINES, FL, 33028
- Plan Type: DB
- Total Participants: 234
- Total Assets: $70.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 234 | $70.8M | $2.1M | $0 |
| 2023 | 200 | $65.2M | $1.9M | $0 |
| 2022 | 200 | $61.1M | $1.8M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NEBA | NONE | $121,075 | — | $121,075 |
| ATALANTA SOSNOFF | NONE | $97,937 | — | $97,937 |
| COLUMBIA MANAGEMENT INVESTMENT | NONE | $90,208 | — | $90,208 |
| SUGARMAN & SUSSKIND, PA | NONE | $88,455 | — | $88,455 |
| PENSION FUND EVALUATIONS | NONE | $37,200 | — | $37,200 |
| LOGAN CAPTIAL | NONE | $36,726 | — | $36,726 |
| ANCHOR CAPITAL | NONE | $31,881 | — | $31,881 |
| SOUTHERN ACTUARIAL SERVICE CO. | NONE | $28,850 | — | $28,850 |
| LAPADULA CARLSON & CO | NONE | $25,272 | — | $25,272 |
| DSF MULTI-FAMILY REAL ESTATE | NONE | $18,679 | — | $18,679 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COLUMBIA MANAGEMENT INVESTMENT — NONE
- SUGARMAN & SUSSKIND, PA — NONE
- LAPADULA CARLSON & CO — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $576,283
- Estimated Expense Ratio: 0.814% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $611,801 | $277,710 | $110,051 | $25,307 | — |
| 2023 | $609,832 | $302,254 | $108,025 | $12,225 | — |
| 2022 | $685,229 | $367,357 | $119,495 | — | $129,120 |