2023 Form 5500 filing — Rochester Laborers Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009090344NAL0010454179001) for Rochester Laborers Pension Fund, reported by Rochester Laborers Pension Fund under EIN 16-6014473 and plan number 001. It reports 1,783 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009090344NAL0010454179001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Rochester Laborers Pension Fund
- EIN
- 16-6014473
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 1,783
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,850,683
- Total liabilities (EOY)
- $31,644
- Net assets (EOY)
- $200,819,039
- Employer contributions
- $4,976,037
- Total income / additions
- $24,268,082
- Benefits paid
- $13,911,148
- Administrative expenses
- $1,485,967
- Total expenses
- $15,397,115
- Net increase / (decrease)
- $8,870,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rochester Laborers Welfare Fund | AFFILIATED FUND | $294,289 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $202,457 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $180,431 | not reported in the loaded dataset |
| Manning & Napier | NONE | $145,225 | not reported in the loaded dataset |
| Karpus Investment | NONE | $97,840 | $0 |
| Gcm Grosvenor | NONE | $84,734 | not reported in the loaded dataset |
| Seg Partners Ltd. | NONE | $72,136 | not reported in the loaded dataset |
| Polen Capital | NONE | $57,744 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $50,877 | not reported in the loaded dataset |
| Dolan Mceniry Capital Management | NONE | $47,524 | not reported in the loaded dataset |
| Reinhart Partners | NONE | $46,627 | not reported in the loaded dataset |
| Walter Scott & Partners | NONE | $37,050 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $30,718 | not reported in the loaded dataset |
| Asher Kelly | NONE | $30,591 | not reported in the loaded dataset |
| Martin Currie | NONE | $19,886 | not reported in the loaded dataset |
| Sage Investment Group | NONE | $7,372 | not reported in the loaded dataset |