How big is Trustees of Local 219 Annuity Fund's plan?

Trustees of Local 219 Annuity Fund's plan reported $40.0M in assets and 456 participants for 2024.

Original filing (PDF)20260217144645NAL0007440835001

Trustees of Local 219 Annuity Fund

Name: Trustees of Local 219 Annuity Fund — Plumbing and, Form 5500 (2024)
Creator: Trustees of Local 219 Annuity Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund

Defined-contribution retirement plan · Trustees of Local 219 Annuity Fund's Plumbing and Pipe Fitting Industry Local 219 Annuity Fund held $40.0M in plan assets for 456 participants in 2024, with John Hancock as recordkeeper.

Active participants

456

Accounts w/ balance

472

Plan assets (EOY)

$40.0M

Net assets (EOY)

$40.0M

Plan identifiers

Trustees of Local 219 Annuity Fund's EIN is 51-0154940.

EIN 51-0154940

Plan number 001

Plan year 2024

ACK ID 20260217144645NAL0007440835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trustees of Local 219 Annuity Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trustees of Local 219 Annuity Fund's plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF LOCAL 219 ANNUITY FUND.

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How this plan invests

This plan

1 pooled trust

Schedule D

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

TRUSTEES OF LOCAL 219 ANNUITY FUND

EIN

all filings

Address

3660 STUTZ DR., SUITE 101 · CANFIELD, OH · 44406

Phone

(330) 270-0453

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-17

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

CIUNI & PANICHI, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	—	$65K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC CAPITAL INVESTMENT	—	LOMBARD, IL	—	$22K	—
BENESYS	38-2383170

Investments

21 direct securities · 1 pooled fund· $39.6M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$18.8M

12 holdings

Mutual Funds

$11.3M

5 holdings

Common Collective Trust

$5.9M

1 holding

Common Collective Trusts

$3.6M

4 holdings

					% of plan
JP Morgan Large Growth Fund	Other securities	—	—	$7.5M	18.8%
MFS Mid Cap Growth Fund	Mutual Funds	—	—	$7.3M	18.3%
FEDERATED CAPITAL PRESERVATION FUND PNC BANK · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$5.9M	14.8%
American Century 2055 Target Retirement Fund	Other securities	—	—	$2.5M	6.3%
Vanguard Windsor II Fund	Mutual Funds	—	—	$1.9M	4.7%
Dodge & Cox Income Fund	Mutual Funds	—	—	$1.7M	4.2%
American Century 2050 Target Retirement Fund	Other securities	—	—	$1.7M	4.1%
iShares S&P 500 Stock Fund	Common Collective Trusts	—	—	$1.5M	3.8%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$1.3M	3.3%
American Century 2025 Target Retirement Fund	Other securities	—	—	$1.3M	3.2%
American Century 2045 Target Retirement Fund	Other securities	—	—	$1.3M	3.2%
American Century 2035 Target Retirement Fund	Other securities	—	—	$1.2M	2.9%
American Century 2040 Target Retirement Fund	Other securities	—	—	$1.0M	2.6%
American Century 2030 Target Retirement Fund	Other securities	—	—	$886K	2.2%
Vanguard Balanced Index Fund	Common Collective Trusts	—	—	$629K	1.6%
American Century 2060 Target Retirement Fund	Other securities	—	—	$629K	1.6%
American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$406K	1.0%
American Century 2010 Target Retirement Fund	Other securities	—	—	$325K	0.8%
American Century 2020 Target Retirement Fund	Other securities	—	—	$317K	0.8%
American Century 2065 Target Retirement Fund	Other securities	—	—	$205K	0.5%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$136K	0.3%
MFS Mid Cap Value Fund	Mutual Funds	—	—	$62K	0.2%