2023 Form 5500 filing — Laborers' Pension Fund Of Local Union No. 186
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 20241011131542NAL0038825888001) for Laborers' Pension Fund Of Local Union No. 186, reported by Board Of Trustees, Laborers' Pension Fund Of Local Union No. 186 under EIN 14-6048883 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131542NAL0038825888001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Laborers' Pension Fund Of Local Union No. 186
- EIN
- 14-6048883
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,915,697
- Total liabilities (EOY)
- $161,903
- Net assets (EOY)
- $45,753,794
- Employer contributions
- $324,799
- Total income / additions
- $3,128,735
- Benefits paid
- $2,240,117
- Administrative expenses
- $324,713
- Total expenses
- $2,564,830
- Net increase / (decrease)
- $563,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slevin & Hart Pc | NONE | $44,174 | $20,350 |
| Bolton Partners Northeast, Inc | 38132 | $38,132 | $18,848 |
| Morgan Stanley Smith Barney LLC | NONE | $50,000 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $49,500 | not reported in the loaded dataset |
| Bonadio & Co, Llp | NONE | $45,750 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $45,000 | not reported in the loaded dataset |
| Insight Investment | NONE | $29,315 | not reported in the loaded dataset |