2023 Form 5500 filing — West Virginia Laborers' 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 20250115151050NAL0012808323005) for West Virginia Laborers' Trust Fund, reported by West Virginia Laborers' Trust Fund under EIN 55-0451207 and plan number 501. It reports 2,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115151050NAL0012808323005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- West Virginia Laborers' Trust Fund
- EIN
- 55-0451207
- Plan number
- 501
- Location
- Charleston, WV
- Participants
- 2,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,554,655
- Total liabilities (EOY)
- $1,107,855
- Net assets (EOY)
- $144,446,800
- Employer contributions
- $32,037,913
- Participant contributions
- $823,126
- Total income / additions
- $43,285,290
- Benefits paid
- $34,613,912
- Administrative expenses
- $2,404,403
- Total expenses
- $37,018,315
- Net increase / (decrease)
- $6,266,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carefirst | CLAIMS PROCESSING | $561,951 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | INSURANCE PROVIDER | $413,880 | not reported in the loaded dataset |
| Issi | SOFTWARE SUPPORT | $123,282 | not reported in the loaded dataset |
| Advanced Management | SOFTWARE SUPPORT | $119,898 | not reported in the loaded dataset |
| Marsh & Mclennan Companies, Inc. | INSURANCE PROVIDER | $110,328 | not reported in the loaded dataset |
| American Health | CLAIMS PROCESSING | $97,046 | not reported in the loaded dataset |
| Horton Group | ACTUARY | $91,250 | $0 |
| New Tower Trust Company | INVESTMENT MANAGER | $76,199 | not reported in the loaded dataset |
| Ta Realty | INVESTMENT MANAGER | $68,179 | not reported in the loaded dataset |
| Teledoc | VIRTUAL CARE | $56,113 | not reported in the loaded dataset |
| C.S. Mckee | INVESTMENT MANAGER | $53,929 | not reported in the loaded dataset |
| Jones Printing | PRINTING AND PUBLICATION | $50,620 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $41,856 | not reported in the loaded dataset |
| Gray Griffith & Mays, A.C. | AUDITOR | $37,657 | not reported in the loaded dataset |
| Pitney Purchase Power | POSTAGE | $35,000 | not reported in the loaded dataset |
| Segall Bryant & Hamill | INVESTMENT MANAGER | $33,442 | not reported in the loaded dataset |
| Standard Valuations | INVESTMENT VALUATION | $28,125 | not reported in the loaded dataset |
| United Bank | CUSTODIAN | $26,903 | not reported in the loaded dataset |
| Harris Hardin & Co | AUDITOR | $22,319 | not reported in the loaded dataset |
| Meyer Unkovic & Scott | LEGAL SERVICES | $21,596 | not reported in the loaded dataset |
| 4most Health Holdings | REPRICING | $18,064 | not reported in the loaded dataset |