2023 Form 5500 filing — Laborers District Council Of Virginia Health & Welfare Trust 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 20241015093012NAL0016060115002) for Laborers District Council Of Virginia Health & Welfare Trust Fund, reported by Joint Board Of Trustees Ldc Of Va Health & Welfare Trust Fund under EIN 54-6070422 and plan number 501. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093012NAL0016060115002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Ldc Of Va Health & Welfare Trust Fund
- EIN
- 54-6070422
- Plan number
- 501
- Location
- Salem, VA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,139,734
- Total liabilities (EOY)
- $217,598
- Net assets (EOY)
- $3,922,136
- Employer contributions
- $1,576,697
- Participant contributions
- $53,227
- Total income / additions
- $2,090,453
- Benefits paid
- $1,214,627
- Administrative expenses
- $586,140
- Total expenses
- $1,800,767
- Net increase / (decrease)
- $289,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lawrence C. Musgrove Assoc. Inc. | NONE | $112,200 | not reported in the loaded dataset |
| The Segal Company | NONE | $72,804 | not reported in the loaded dataset |
| Anthem | NONE | $65,224 | not reported in the loaded dataset |
| American Benefit Corporation | NONE | $42,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $29,235 | $0 |
| Anderson & Reed, Llp | NONE | $16,000 | not reported in the loaded dataset |
| Abato, Rubenstein And Abato,Pa | NONE | $8,270 | not reported in the loaded dataset |
| American Health Holding | NONE | $3,606 | not reported in the loaded dataset |