2023 Form 5500 filing — Laborers' Local No. 17 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 20241014170015NAL0013657491008) for Laborers' Local No. 17 Pension Fund, reported by Laborers' International Union Of N.A. Local No. 17 Pension Fund under EIN 14-6025196 and plan number 001. It reports 1,416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170015NAL0013657491008
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers' International Union Of N.A. Local No. 17 Pension Fund
- EIN
- 14-6025196
- Plan number
- 001
- Location
- Newburgh, NY
- Participants
- 1,416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,749,391
- Total liabilities (EOY)
- $689,438
- Net assets (EOY)
- $126,059,953
- Employer contributions
- $12,741,508
- Total income / additions
- $26,082,438
- Benefits paid
- $10,383,048
- Administrative expenses
- $862,504
- Total expenses
- $11,245,552
- Net increase / (decrease)
- $14,836,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfa | NONE | $96,719 | not reported in the loaded dataset |
| Us Bank Mutual Funds | NONE | $83,806 | not reported in the loaded dataset |
| American Sv | NONE | $70,154 | not reported in the loaded dataset |
| Santa Barbara (Us Bank) | NONE | $51,215 | not reported in the loaded dataset |
| Summit Actuarial Services, LLC | NONE | $40,250 | not reported in the loaded dataset |
| Rbt Cpas, Llp | NONE | $35,043 | not reported in the loaded dataset |
| Ullico | NONE | $28,878 | not reported in the loaded dataset |
| Nxg Insurance Agency Group | NONE | $12,745 | not reported in the loaded dataset |
| Compudat Systems Inc | NONE | $11,058 | not reported in the loaded dataset |
| Spectrum Pension & Compensation | NONE | $10,308 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $8,333 | not reported in the loaded dataset |