2023 Form 5500 filing — Laborers Of Delaware Local Unions 199 Welfare 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 20250215152020NAL0051661890001) for Laborers Of Delaware Local Unions 199 Welfare Fund, reported by Laborers Welfare Fund Local 199 Board Of Trustees under EIN 51-6015930 and plan number 501. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250215152020NAL0051661890001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers Welfare Fund Local 199 Board Of Trustees
- EIN
- 51-6015930
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,519,959
- Total liabilities (EOY)
- $315,314
- Net assets (EOY)
- $9,204,645
- Employer contributions
- $5,736,394
- Participant contributions
- $159,149
- Total income / additions
- $6,238,034
- Benefits paid
- $2,690,201
- Administrative expenses
- $393,302
- Total expenses
- $3,083,503
- Net increase / (decrease)
- $3,154,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services, Inc. | NONE | $99,454 | not reported in the loaded dataset |
| Segal | NONE | $89,839 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $72,555 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $31,749 | not reported in the loaded dataset |
| Belfint, Lyons & Shuman | NONE | $22,000 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | NONE | $14,331 | $0 |
| Young Conaway Stargatt & Taylor Llp | NONE | $11,724 | not reported in the loaded dataset |
| Pnc Bank | NONE | $6,445 | $0 |