2023 Form 5500 filing — Laborers Annuity Plan For Northern California
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 20250615092734NAL0000185489001) for Laborers Annuity Plan For Northern California, reported by Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity under EIN 94-6277608 and plan number 002. It reports 76,626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250615092734NAL0000185489001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity
- EIN
- 94-6277608
- Plan number
- 002
- Location
- Pleasanton, CA
- Participants
- 76,626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,392,145,688
- Total liabilities (EOY)
- $17,463,061
- Net assets (EOY)
- $1,374,682,627
- Employer contributions
- $154,304,161
- Total income / additions
- $235,954,694
- Benefits paid
- $72,896,410
- Administrative expenses
- $3,543,211
- Total expenses
- $76,439,621
- Net increase / (decrease)
- $159,515,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laborers Fund Administration | COMMON BOARD MEMBERS | $1,350,091 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $975,043 | $0 |
| Mackay Shields LLC | NONE | $0 | $478,281 |
| Meketa Fiduciary Management, LLC | NONE | $265,000 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $132,562 | $0 |
| Ullico, Inc. | NONE | $89,356 | not reported in the loaded dataset |
| Jmi Management Lp | NONE | $82,580 | $0 |
| Withumsmith+Brown, Pc | NONE | $79,702 | not reported in the loaded dataset |
| Ara Partners | NONE | $73,125 | not reported in the loaded dataset |
| State Street Global Tr Co | NONE | $72,334 | $0 |
| Bullivant Houser Bailey Pc | NONE | $35,805 | not reported in the loaded dataset |
| Crow Holdings Capital | NONE | $29,811 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $28,993 | not reported in the loaded dataset |
| The Segal Company (Western States) | NONE | $27,641 | not reported in the loaded dataset |
| Heffernan Insurance Brokers | NONE | $0 | $24,563 |
| 16 Points LLC | NONE | $0 | $23,356 |
| Final Option Corp | NONE | $18,920 | not reported in the loaded dataset |