2023 Form 5500 filing — Laborers Local 754 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 20250411135334NAL0026232417001) for Laborers Local 754 Annuity Plan, reported by Trustees Of Laborers Local 754 Annuity Plan under EIN 13-6659594 and plan number 002. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250411135334NAL0026232417001
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Laborers Local 754 Annuity Plan
EIN
13-6659594
Plan number
002
Location
Chestnut Ridge, NY
Participants
768
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,326,420
Total liabilities (EOY)
$143,039
Net assets (EOY)
$17,183,381
Employer contributions
$2,070,240
Total income / additions
$2,945,623
Benefits paid
$908,138
Administrative expenses
$209,884
Total expenses
$1,118,642
Net increase / (decrease)
$1,826,981
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bridgeway Benefit TechnoloyNONE$21,792not reported in the loaded dataset
Amalgamated Bank Of ChicagoNONE$16,679not reported in the loaded dataset
American Realty AdvisorsNONE$15,386not reported in the loaded dataset
Manufacturers And Traders Trust Co.NONE$13,918$0
Holm & O'HaraNONE$13,178not reported in the loaded dataset
MspcNONE$12,894not reported in the loaded dataset
Segall Bryant And HammillNONE$11,399$0
Investment Performance Services IncNONE$11,250$0

Related Form 5500 pages