2023 Form 5500 filing — Labor Alliance Managed 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 20241219134202NAL0002805043001) for Labor Alliance Managed Trust Fund, reported by Board Of Trustees, Labor Alliance Managed Trust Fund under EIN 94-3217575 and plan number 501. It reports 15,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219134202NAL0002805043001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Labor Alliance Managed Trust Fund
- EIN
- 94-3217575
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 15,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,383,593
- Total liabilities (EOY)
- $2,648,499
- Net assets (EOY)
- $80,735,094
- Employer contributions
- $250,732,974
- Participant contributions
- $2,497,282
- Total income / additions
- $257,918,655
- Benefits paid
- $235,776,224
- Administrative expenses
- $5,742,883
- Total expenses
- $241,519,107
- Net increase / (decrease)
- $16,399,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dmc Insurance Administrators | NONE | $4,480,406 | not reported in the loaded dataset |
| Physmetrics, LLC | NONE | $402,414 | not reported in the loaded dataset |
| Withumsmith + Brown, Pc | NONE | $295,241 | not reported in the loaded dataset |
| Northwest Plan Services | NONE | $137,515 | not reported in the loaded dataset |
| Prestige Printing | NONE | $116,343 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $93,909 | not reported in the loaded dataset |
| Mammini Company | NONE | $50,650 | not reported in the loaded dataset |
| Eric Jimenez | TRUSTEE | $12,184 | not reported in the loaded dataset |
| Larry Valenti | TRUSTEE | $12,174 | not reported in the loaded dataset |
| Chuck Martin | TRUSTEE | $11,523 | not reported in the loaded dataset |
| Carlos Barnett | TRUSTEE | $10,959 | not reported in the loaded dataset |
| Victor Mineros | TRUSTEE | $9,725 | not reported in the loaded dataset |
| Frank Sevilla | TRUSTEE | $8,602 | not reported in the loaded dataset |
| Lincoln Investment Planning, LLC | NONE | $7,520 | not reported in the loaded dataset |
| Lyle Mcvicar | TRUSTEE | $6,837 | not reported in the loaded dataset |
| Commonwealth Equity Services, LLC | NONE | $6,750 | not reported in the loaded dataset |