2023 Form 5500 filing — Employers And Laborers Locals 100 & 397 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 20250514102417NAL0019022977001) for Employers And Laborers Locals 100 & 397 Pension Fund, reported by Employers And Laborers Locals 100 & 397 Pension Fund under EIN 37-6085017 and plan number 001. It reports 841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250514102417NAL0019022977001
Filing year
2023
Form type
1
Plan sponsor
Employers And Laborers Locals 100 & 397 Pension Fund
EIN
37-6085017
Plan number
001
Location
Saint Louis, MO
Participants
841
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$126,000,183
Total liabilities (EOY)
$121,301
Net assets (EOY)
$125,878,882
Employer contributions
$6,388,679
Total income / additions
$18,467,660
Benefits paid
$7,155,028
Administrative expenses
$560,236
Total expenses
$7,715,264
Net increase / (decrease)
$10,752,396
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Commerce Trust ComapnyNONE$64,004$3,264
Monetary Management Group, Inc.NONE$60,019not reported in the loaded dataset
Ullico Investment Advisors Inc.NONE$54,512not reported in the loaded dataset
Ekon BenefitsNONE$52,189not reported in the loaded dataset
Marquette AssociatesNONE$46,304not reported in the loaded dataset
Scheffel BoyleNONE$39,750not reported in the loaded dataset
Principal Life Insurance CompanyNONE$0$37,549
Cavanagh & O'Hara LlpNONE$31,969not reported in the loaded dataset

Related Form 5500 pages