Plan Snapshot
- Plan Sponsor: Trustees Of Plumbers Local Union No. 519 Pension Fund
- Sponsor EIN: 596134292
- Sponsor Address: 2010 NW 150TH AVENUE, SUITE 200, PEMBROKE PINES, FL, 33028
- Plan Type: DB
- Plan Number: 001
- Total Participants: 337
- Total Assets: $45.1M
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 | 337 | $45.1M | $2.0M | $0 |
| 2023 | 366 | $43.7M | $1.8M | $0 |
| 2022 | 369 | $42.7M | $1.9M | $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 |
|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFIT PLAN | Other Service Provider | $136,260 | — | $136,260 |
| SUGARMAN & SUSSKIND | ERISA Attorney | $110,944 | — | $110,944 |
| CAP TRUST ADVISORS LLC | Investment Advisor | $89,784 | — | $89,784 |
| GAMCO INVESTORS, INC. | Other Service Provider | $54,087 | — | $54,087 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $48,402 | — | $48,402 |
| LAPADULA CARLSON & CO | Auditor | $39,050 | — | $39,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUGARMAN & SUSSKIND — ERISA Attorney
- CAP TRUST ADVISORS LLC — Investment Advisor
- LAPADULA CARLSON & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $478,527
- Estimated Expense Ratio: 1.060% 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 | $604,814 | $183,290 | — | $36,197 | — |
| 2023 | $579,183 | $172,089 | — | $39,924 | — |
| 2022 | $599,805 | $165,290 | $116,072 | — | $209,824 |