2023 Form 5500 filing — Laborers Of Delaware Local Union No. 199 Pension 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 20250212163531NAL0011749123004) for Laborers Of Delaware Local Union No. 199 Pension Plan, reported by Laborers Of Delaware Lcl Union 199 Board Of Trustees under EIN 51-6024937 and plan number 001. It reports 716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212163531NAL0011749123004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers Of Delaware Lcl Union 199 Board Of Trustees
- EIN
- 51-6024937
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,696,838
- Total liabilities (EOY)
- $151,901
- Net assets (EOY)
- $59,544,937
- Employer contributions
- $2,848,697
- Total income / additions
- $11,441,921
- Benefits paid
- $3,754,678
- Administrative expenses
- $631,930
- Total expenses
- $4,386,608
- Net increase / (decrease)
- $7,055,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun Associates | NONE | $137,267 | $0 |
| Central Data Services, Inc. | NONE | $93,257 | not reported in the loaded dataset |
| Wright Investors | NONE | $72,682 | $0 |
| Segal Company | NONE | $59,791 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $52,915 | not reported in the loaded dataset |
| Belfint, Lyons & Shuman, P.A. | NONE | $47,811 | not reported in the loaded dataset |
| Young Conaway Stargatt & Taylor Llp | NONE | $37,483 | not reported in the loaded dataset |
| Pnc Bank | NONE | $33,940 | $0 |
| Quan-Vest Consultants, Inc. | NONE | $29,997 | not reported in the loaded dataset |