2023 Form 5500 filing — Laborers' Local No. 17 Annuity 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 20241015083829NAL0015997523001) for Laborers' Local No. 17 Annuity Fund, reported by Laborers' International Union Of N.A. Local 17 Annuity Fund under EIN 14-1825397 and plan number 002. It reports 1,560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083829NAL0015997523001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers' International Union Of N.A. Local 17 Annuity Fund
- EIN
- 14-1825397
- Plan number
- 002
- Location
- Newburgh, NY
- Participants
- 1,560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,651,487
- Total liabilities (EOY)
- $409,870
- Net assets (EOY)
- $64,241,617
- Employer contributions
- $4,485,582
- Total income / additions
- $12,785,886
- Benefits paid
- $4,982,703
- Administrative expenses
- $265,380
- Total expenses
- $5,248,083
- Net increase / (decrease)
- $7,537,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $93,534 | $0 |