2023 Form 5500 filing — Utah Laborers Annuity 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 20241016022517NAL0015615443001) for Utah Laborers Annuity Plan, reported by Board Of Trustees, Utah Laborers Annuity Trust Fund under EIN 87-6135141 and plan number 002. It reports 3,773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016022517NAL0015615443001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Utah Laborers Annuity Trust Fund
- EIN
- 87-6135141
- Plan number
- 002
- Location
- Covina, CA
- Participants
- 3,773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,036,508
- Total liabilities (EOY)
- $24,778
- Net assets (EOY)
- $43,011,730
- Employer contributions
- $2,223,364
- Total income / additions
- $7,678,308
- Benefits paid
- $4,604,312
- Administrative expenses
- $310,622
- Total expenses
- $4,914,934
- Net increase / (decrease)
- $2,763,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svc | NONE | $103,520 | $0 |
| The Segal Company | NONE | $48,373 | not reported in the loaded dataset |
| Verus Advisory, Inc | NONE | $40,000 | not reported in the loaded dataset |
| Compusys Of Utah | NONE | $24,078 | not reported in the loaded dataset |
| Ssa P.C. | NONE | $21,500 | not reported in the loaded dataset |
| Kelley Law Group | NONE | $9,430 | not reported in the loaded dataset |
| Us Bank | NONE | $7,260 | not reported in the loaded dataset |