2023 Form 5500 filing — Laborers' District Council Heavy & Highway Health & 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 20250217233616NAL0002387729001) for Laborers' District Council Heavy & Highway Health & Welfare Fund, reported by Laborers' District Council Heavy & Highway Health & Welfare Fund under EIN 23-1527636 and plan number 501. It reports 2,900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217233616NAL0002387729001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers' District Council Heavy & Highway Health & Welfare Fund
- EIN
- 23-1527636
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 2,900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,867,524
- Total liabilities (EOY)
- $6,616,686
- Net assets (EOY)
- $198,250,838
- Employer contributions
- $36,028,559
- Participant contributions
- $148,509
- Total income / additions
- $51,115,211
- Benefits paid
- $28,008,060
- Administrative expenses
- $3,030,464
- Total expenses
- $31,038,524
- Net increase / (decrease)
- $20,076,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keystone Health Plan East | NONE | $1,529,450 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $320,540 | not reported in the loaded dataset |
| Chartwell Investment Partners | not reported in the loaded dataset | $157,706 | not reported in the loaded dataset |
| Perry Blackman, Cpa | not reported in the loaded dataset | $145,441 | not reported in the loaded dataset |
| Fred Alger Management Inc | not reported in the loaded dataset | $120,244 | $0 |
| Fidelio Insurance Company | not reported in the loaded dataset | $86,287 | not reported in the loaded dataset |
| Wedge Capital Management Llp | not reported in the loaded dataset | $80,638 | $0 |
| Bridgeway Benefit Technologies LLC | not reported in the loaded dataset | $76,270 | not reported in the loaded dataset |
| Allied Trades Assistance Program | not reported in the loaded dataset | $71,891 | not reported in the loaded dataset |
| Loop Capital Asset Management | not reported in the loaded dataset | $68,433 | not reported in the loaded dataset |
| Amalgamated Employee Benefits Admin | not reported in the loaded dataset | $68,188 | not reported in the loaded dataset |
| Mitchell & Titus Llp | NONE | $55,200 | not reported in the loaded dataset |
| Rae Group LLC | not reported in the loaded dataset | $54,400 | not reported in the loaded dataset |
| Smith-Edwards-Dunlap Company | not reported in the loaded dataset | $40,396 | not reported in the loaded dataset |
| Investment Performance Services LLC | not reported in the loaded dataset | $40,000 | not reported in the loaded dataset |
| Segal Consulting | not reported in the loaded dataset | $36,004 | not reported in the loaded dataset |
| Independence Blue Cross | not reported in the loaded dataset | $35,086 | not reported in the loaded dataset |
| Alan Parham | EMPLOYEE | $33,868 | not reported in the loaded dataset |
| Express Scripts | not reported in the loaded dataset | $32,666 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani Llp | NONE | $31,156 | $0 |
| Sibley Robinson | EMPLOYEE | $27,747 | not reported in the loaded dataset |
| Amerihealth Hmo, Inc | not reported in the loaded dataset | $26,941 | not reported in the loaded dataset |
| Granite Run Tech Solutions LLC | not reported in the loaded dataset | $17,869 | not reported in the loaded dataset |
| Buchanan Ingersoll & Rooney | not reported in the loaded dataset | $15,996 | not reported in the loaded dataset |
| Thomas Mcgoldrick | not reported in the loaded dataset | $14,667 | not reported in the loaded dataset |
| Pnc Bank | not reported in the loaded dataset | $14,557 | $0 |
| Robert Half International | not reported in the loaded dataset | $12,495 | not reported in the loaded dataset |
| Swartz Campbell LLC | not reported in the loaded dataset | $10,319 | not reported in the loaded dataset |
| Paychex Inc | not reported in the loaded dataset | $8,782 | not reported in the loaded dataset |