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Original filing (PDF)20260217144645NAL0007440835001
TRUSTEES OF LOCAL 219 ANNUITY FUND
Form 5500
FILING_RECEIVED
PLUMBING AND PIPE FITTING INDUSTRY LOCAL 219 ANNUITY FUND
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
456
Accounts w/ balance
472
Plan assets (EOY)
$40.0M
Net assets (EOY)
$40.0M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF LOCAL 219 ANNUITY FUND.
Plan sponsor
Name
TRUSTEES OF LOCAL 219 ANNUITY FUND
EIN
51-0154940
Address
3660 STUTZ DR., SUITE 101 · CANFIELD, OH · 44406
Phone
(330) 270-0453
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
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 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | — | $65K | — |
| STRATEGIC CAPITAL INVESTMENT | — | LOMBARD, IL | — | $22K | — |
| BENESYS | 38-2383170 | — | — | $19K | — |
| CIUNI & PANICHI, INC. | 34-1322309 | — | — | $16K | — |
| JOHNSON & KROL LLC | — | CHICAGO, IL | — | $15K | — |
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.
Uncategorized
$33.7M
21 holdings
Common Collective Trust
$5.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Growth Fund | — | — | — | $7.5M | 18.8% | |
| MFS Mid Cap Growth Fund | — | — | — | $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 | — | — | — | $2.5M | 6.3% | |
| Vanguard Windsor II Fund | — | — | — | $1.9M | 4.7% | |
| Dodge & Cox Income Fund | — | — | — | $1.7M | 4.2% | |
| American Century 2050 Target Retirement Fund | — | — | — | $1.7M | 4.1% | |
| iShares S&P 500 Stock Fund | — | — | — | $1.5M | 3.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.3M | 3.3% | |
| American Century 2025 Target Retirement Fund | — | — | — | $1.3M | 3.2% | |
| American Century 2045 Target Retirement Fund | — | — | — | $1.3M | 3.2% | |
| American Century 2035 Target Retirement Fund | — | — | — | $1.2M | 2.9% | |
| American Century 2040 Target Retirement Fund | — | — | — | $1.0M | 2.6% | |
| American Century 2030 Target Retirement Fund | — | — | — | $886K | 2.2% | |
| Vanguard Balanced Index Fund | — | — | — | $629K | 1.6% | |
| American Century 2060 Target Retirement Fund | — | — | — | $629K | 1.6% | |
| American Funds EuroPacific Growth Fund | — | — | — | $406K | 1.0% | |
| American Century 2010 Target Retirement Fund | — | — | — | $325K | 0.8% | |
| American Century 2020 Target Retirement Fund | — | — | — | $317K | 0.8% | |
| American Century 2065 Target Retirement Fund | — | — | — | $205K | 0.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $136K | 0.3% | |
| MFS Mid Cap Value Fund | — | — | — | $62K | 0.2% |