2023 Form 5500 filing — Laborers' Local #157 Pension 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 20250415101505NAL0001374771002) for Laborers' Local #157 Pension Fund, reported by Laborers' Local #157 Pension Fund under EIN 14-6076460 and plan number 001. It reports 1,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250415101505NAL0001374771002
Filing year
2023
Form type
1
Plan sponsor
Laborers' Local #157 Pension Fund
EIN
14-6076460
Plan number
001
Location
Schenectady, NY
Participants
1,041
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$92,997,970
Total liabilities (EOY)
$104,310
Net assets (EOY)
$92,893,660
Employer contributions
$8,559,168
Total income / additions
$15,070,917
Benefits paid
$5,431,235
Administrative expenses
$796,765
Total expenses
$6,228,000
Net increase / (decrease)
$8,842,917
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith BarneyNONE$262,605$0
Karpus Invesmtent ManagementNONE$41,494not reported in the loaded dataset
Michael BradyEMPLOYEE$41,490not reported in the loaded dataset
Summit Actuarial Services LLCNONE$40,000not reported in the loaded dataset
Teal, Becker & Chiaramonte Cpas PcNONE$35,800not reported in the loaded dataset
Chartwell Investment Partners, LLCNONE$19,590not reported in the loaded dataset
Ocio MonitorNONE$19,558not reported in the loaded dataset
Keybank National AssociationNONE$16,368not reported in the loaded dataset
Blitman & King LlpNONE$13,378not reported in the loaded dataset
Joseph MccarthyNONE$11,953not reported in the loaded dataset

Related Form 5500 pages