2023 Form 5500 filing — Laborers Local Union No. 158 Pension Plan
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 20241015072433NAL0015938371001) for Laborers Local Union No. 158 Pension Plan, reported by Laborers Local Union No. 158 Pension Fund under EIN 23-6580323 and plan number 001. It reports 5,648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072433NAL0015938371001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers Local Union No. 158 Pension Fund
- EIN
- 23-6580323
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 5,648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $232,647,236
- Total liabilities (EOY)
- $756,653
- Net assets (EOY)
- $231,890,583
- Employer contributions
- $13,978,546
- Total income / additions
- $30,656,579
- Benefits paid
- $10,976,236
- Administrative expenses
- $3,039,088
- Total expenses
- $14,015,324
- Net increase / (decrease)
- $16,641,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laborers Local Union 158 Pension Fd | NONE | $316,380 | not reported in the loaded dataset |
| Conrad Siegel Actuaries | NONE | $239,751 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $232,417 | $0 |
| Boyd Watterson Asset Mgmt, LLC | NONE | $212,619 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $188,684 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $164,047 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $163,477 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $145,673 | not reported in the loaded dataset |
| Wedge Capital Management, Llp | NONE | $126,742 | $0 |
| Hardman Johnston Global Advisors Ll | NONE | $114,331 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $71,081 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $70,098 | not reported in the loaded dataset |
| Us Bank N.A. | NONE | $65,168 | $0 |
| First Eagle Investment Mgt, LLC | NONE | $59,817 | $0 |
| Patriot Financial Partners Iv, Lp | NONE | $56,252 | not reported in the loaded dataset |
| Gcm Grosvenor | NONE | $52,500 | $0 |
| Innovative Software Solutions | NONE | $49,299 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $48,882 | not reported in the loaded dataset |
| Ellin & Tucker, Chartered | NONE | $31,500 | not reported in the loaded dataset |
| Schreckengaust, Young & Associates, | NONE | $24,867 | not reported in the loaded dataset |
| Buchanan Ingersoll & Rooney Pc | NONE | $24,373 | not reported in the loaded dataset |
| Pxc, Inc. (Paychex Of New York, LLC | NONE | $7,265 | not reported in the loaded dataset |
| Anstadt Printing Corporation | NONE | $6,413 | not reported in the loaded dataset |