Original filing (PDF)20251015213104NAL0005626049003

TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 PENSION FUND

Name: TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 PENSION FUND — PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN, Form 5500 (2024)
Creator: TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 PENSION FUND

Form 5500

FILING_RECEIVED

PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN

Defined-benefit pension plan

Signals · 3

~98 bps in Sched C feesNo recordkeeper disclosed11 service providers

Active participants

310

Accounts w/ balance

—

Plan assets (EOY)

$71.5M

Net assets (EOY)

$71.4M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 PENSION FUND.

Plan sponsor

Name

TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 PENSION FUND

EIN

59-6486522

Address

8657 BAYPINE ROAD BLDG. 5 STE 200 · JACKSONVILLE, FL · 322568634

Phone

(904) 538-0100

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

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

1F · Section 414(k) arrangement

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ATALANTA SOSNOFF CAPITAL LLC	20-0461050	—	NONE	$178K	—
COLUMBIA INVESTMENT MANAGEMENT	—	—	NONE	$174K	—
KARPUS INVESTMENT MANAGEMENT, INC.	16-1290558	—	NONE	$113K	—
NATIONAL EMPLOYEE BENEFITS ADMINIST	65-0498809	—	NONE	$80K	—
SUGARMAN, SUSSKIND, BRASWELL, & HER	59-2539792	—	NONE	$42K	—
NOVAK FRANCELLA LLC

Investments

1 pooled fund· $9K(0% 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.

Investment	Type	Current value	% of plan
LONGVIEW ULTRA CONSTRUCTION LOAN FD AMALGAMATED BANK OF NEW YORK · EIN 20-8434730 / PN 006	Common Collective Trust	$9K	<0.1%

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