2023 Form 5500 filing — Local 199 Laborers International Union Of North America 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 20250214165105NAL0025067873003) for Local 199 Laborers International Union Of North America Annuity Plan, reported by Laborers Annuity Fund Local #199 Board Of Trustees under EIN 51-6168953 and plan number 002. It reports 2,039 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214165105NAL0025067873003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers Annuity Fund Local #199 Board Of Trustees
- EIN
- 51-6168953
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 2,039
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,865,483
- Total liabilities (EOY)
- $88,750
- Net assets (EOY)
- $7,776,733
- Employer contributions
- $1,047,143
- Total income / additions
- $1,885,027
- Benefits paid
- $927,391
- Administrative expenses
- $174,703
- Total expenses
- $1,102,094
- Net increase / (decrease)
- $782,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services, Inc. | NONE | $68,369 | not reported in the loaded dataset |
| Stacey Braun Assoc. | NONE | $23,135 | $0 |
| Belfint, Lyons & Shuman | NONE | $21,724 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $17,367 | not reported in the loaded dataset |
| Young Conaway Stargatt & Taylor Llp | NONE | $12,366 | not reported in the loaded dataset |
| Pnc Bank | NONE | $8,865 | $0 |
| Quan-Vest Consultants, Inc. | NONE | $5,251 | not reported in the loaded dataset |