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Original filing (PDF)20251013104828NAL0000505379001
TRUSTEES OF THE PLUMBERS & PIPEFITTERS LOCAL UNION 719 PENSION FUND
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL UNION 719 PENSION FUND
Defined-benefit pension plan
Signals · 3
~81 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
234
Accounts w/ balance
—
Plan assets (EOY)
$70.8M
Net assets (EOY)
$70.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 81 bps in Schedule C fees — 409% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF THE PLUMBERS & PIPEFITTERS LOCAL UNION 719 PENSION FUND.
Plan sponsor
Name
TRUSTEES OF THE PLUMBERS & PIPEFITTERS LOCAL UNION 719 PENSION FUND
EIN
59-6178477
Address
2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL · 33028
Phone
(954) 266-6322
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
LAPADULA CARLSON & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEBA | 65-0498809 | — | NONE | $121K | — |
| ATALANTA SOSNOFF | — | CORAL SPRINGS, FL | NONE | $98K | — |
| COLUMBIA MANAGEMENT INVESTMENT | 13-3180631 | — | NONE | $90K | — |
| SUGARMAN & SUSSKIND, PA | 59-2539792 | — | NONE | $88K | — |
| PENSION FUND EVALUATIONS | 11-2503982 | — | NONE | $37K | — |
| LOGAN CAPTIAL | — | NEWTON SQUARE, PA | NONE | $37K | — |
| ANCHOR CAPITAL | 04-2801194 | — | NONE | $32K | — |
| SOUTHERN ACTUARIAL SERVICE CO. | 58-2409046 | — | NONE | $29K | — |
| LAPADULA CARLSON & CO | 65-0292391 | — | NONE | $25K | — |
| DSF MULTI-FAMILY REAL ESTATE | — | WALTHAM, MA | NONE | $19K | — |
Investments
1 pooled fund· $6.9M(10% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AB US LARGE CAP GROWTH CIT W-PI WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST FUND · EIN 38-4116831 / PN 001 | Common Collective Trust | $6.9M | 9.7% |