Rhode Island Laborers Annuity Fund — Form 5500 plan (Board Of Trustees Rhode Island Laborers Annuity Fund)
Plain-English plan 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, Rhode Island Laborers Annuity Fund is a benefit plan reported by Board Of Trustees Rhode Island Laborers Annuity Fund under EIN 05-0417267 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,169 participants and $226,775,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Rhode Island Laborers Annuity Fund
- EIN
- 05-0417267
- Plan number
- 001
- Plan type
- 1
- Location
- Cranston, RI
- Latest filing year
- 2023
- Participants
- 9,169
- End-of-year plan assets
- $226,775,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,169 | H, C | 20241010092720NAL0011333875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $226,775,912
- Total liabilities (EOY)
- $713,087
- Net assets (EOY)
- $226,062,825
- Net assets (BOY)
- $194,508,385
Income & contributions
- Employer contributions
- $22,173,701
- Total contributions
- $22,173,701
- Total income / additions
- $45,852,754
Expenses & distributions
- Benefits paid
- $13,686,344
- Administrative expenses
- $611,970
- Total expenses
- $14,298,314
- Net increase / (decrease)
- $31,554,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loop Capital Asset Management | NONE | $154,181 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management | NONE | $71,842 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $63,085 | not reported in the loaded dataset | 2023 |
| Ri Laborers Health Fund | COMMON MEMBERSHIP | $53,045 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Com | NONE | $43,613 | not reported in the loaded dataset | 2023 |
| Administration Services, Inc. | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $40,250 | not reported in the loaded dataset | 2023 |
| Citizens Bank | NONE | $35,239 | not reported in the loaded dataset | 2023 |
| Corrente Law Office | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Ward Fisher & Company | NONE | $23,800 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $22,587 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Rhode Island Laborers Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Cranston, RI
- Loop Capital Asset Management — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Segal Company — Schedule C compensation
- Ri Laborers Health Fund — Schedule C compensation
- Union Labor Life Insurance Com — Schedule C compensation
- Administration Services, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Citizens Bank — Schedule C compensation
- Corrente Law Office — Schedule C compensation
- Ward Fisher & Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation