2023 Form 5500 filing — Laborers' Local #157 Annuity 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 20250414183321NAL0004323490002) for Laborers' Local #157 Annuity Fund, reported by Laborers' Local #157 Annuity Fund under EIN 14-1728182 and plan number 001. It reports 1,571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414183321NAL0004323490002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers' Local #157 Annuity Fund
- EIN
- 14-1728182
- Plan number
- 001
- Location
- Schenectady, NY
- Participants
- 1,571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,001,475
- Total liabilities (EOY)
- $51,535
- Net assets (EOY)
- $26,949,940
- Employer contributions
- $2,641,453
- Total income / additions
- $4,701,867
- Benefits paid
- $1,555,071
- Administrative expenses
- $249,044
- Total expenses
- $1,804,115
- Net increase / (decrease)
- $2,897,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $73,351 | $0 |
| Michael Brady | EMPLOYEE | $38,416 | not reported in the loaded dataset |
| Teal Becker & Chiaramonte Cpas Pc | NONE | $20,650 | not reported in the loaded dataset |
| Karpus Investment Management | NONE | $17,499 | not reported in the loaded dataset |
| Joseph Mccarthy | NONE | $10,436 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $9,497 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $5,436 | not reported in the loaded dataset |
| Ocio Monitor | NONE | $5,407 | not reported in the loaded dataset |