Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United — Form 5500 plan (Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re)

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, Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United is a benefit plan reported by Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re under EIN 13-5521921 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,644 participants and $186,198,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re
EIN
13-5521921
Plan number
001
Plan type
1
Location
White Plains, NY
Latest filing year
2023
Participants
9,644
End-of-year plan assets
$186,198,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,644H, C20241015101952NAL0055550754001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$186,198,000
Total liabilities (EOY)
$450,107
Net assets (EOY)
$185,747,893
Net assets (BOY)
$174,073,385

Income & contributions

Employer contributions
$1,961,277
Total contributions
$1,961,277
Total income / additions
$22,967,011

Expenses & distributions

Benefits paid
$9,640,971
Administrative expenses
$1,651,532
Total expenses
$11,292,503
Net increase / (decrease)
$11,674,508

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Amalgamated Empoyee Benefits AdminiRELATED PARTY$473,841not reported in the loaded dataset2023
Schulte Roth & Zabel LlpNONE$259,250not reported in the loaded dataset2023
Lazard Asset Management LLCNONE$104,925$02023
Lsv Asset ManagementNONE$95,638not reported in the loaded dataset2023
Horizon Actuarial Services, LLCNONE$89,152not reported in the loaded dataset2023
Andco Consulting LLCNONE$85,000not reported in the loaded dataset2023
Novak Francella LLCNONE$47,000not reported in the loaded dataset2023
Hardman Johnston Global AdvisorNONE$38,412not reported in the loaded dataset2023
Newtower Trust CompanyNONE$0$37,3012023
Hamilton Lane Advisors LLCNONE$0$33,0482023
Landmark Equity Advisers LLCNONE$0$23,7132023
Ss&C TechnologiesNONE$0$20,6062023
Crystal Ibc LLCNONE$0$11,2342023
Aligraphics, A Division Of AebaNONE$10,934not reported in the loaded dataset2023
Laundry Dry Cleaning Health FundRELATED PARTY$9,133not reported in the loaded dataset2023

Related Form 5500 pages