2023 Form 5500 filing — Laborers Local 231 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 20250123132700NAL0003826339001) for Laborers Local 231 Annuity Fund, reported by Board Of Trustees Laborers Local 231 Annuity Fund under EIN 37-1230607 and plan number 001. It reports 1,308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123132700NAL0003826339001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Laborers Local 231 Annuity Fund
- EIN
- 37-1230607
- Plan number
- 001
- Location
- Pekin, IL
- Participants
- 1,308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,013,477
- Total liabilities (EOY)
- $107,665
- Net assets (EOY)
- $34,905,812
- Employer contributions
- $4,478,559
- Total income / additions
- $5,962,833
- Benefits paid
- $3,002,715
- Administrative expenses
- $168,101
- Total expenses
- $3,170,816
- Net increase / (decrease)
- $2,792,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laborers Local 231 H&W Fund | RELATED PARTY | $102,924 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $14,786 | not reported in the loaded dataset |
| National Investment Services, Inc | NONE | $13,596 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $11,088 | not reported in the loaded dataset |
| Marquette Associates | NONE | $10,500 | not reported in the loaded dataset |
| Cavanagh & O'Hara | NONE | $5,000 | not reported in the loaded dataset |