Laborers Local 754 Annuity Plan — Form 5500 plan (Trustees Of Laborers Local 754 Annuity Plan)
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, Laborers Local 754 Annuity Plan is a benefit plan reported by Trustees Of Laborers Local 754 Annuity Plan under EIN 13-6659594 and plan number 002. The latest loaded filing year is 2023. The filing reports 768 participants and $17,326,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Laborers Local 754 Annuity Plan
- EIN
- 13-6659594
- Plan number
- 002
- Plan type
- 1
- Location
- Chestnut Ridge, NY
- Latest filing year
- 2023
- Participants
- 768
- End-of-year plan assets
- $17,326,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 768 | H, C | 20250411135334NAL0026232417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,326,420
- Total liabilities (EOY)
- $143,039
- Net assets (EOY)
- $17,183,381
- Net assets (BOY)
- $15,356,400
Income & contributions
- Employer contributions
- $2,070,240
- Total contributions
- $2,070,240
- Total income / additions
- $2,945,623
Expenses & distributions
- Benefits paid
- $908,138
- Administrative expenses
- $209,884
- Total expenses
- $1,118,642
- Net increase / (decrease)
- $1,826,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bridgeway Benefit Technoloy | NONE | $21,792 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $16,679 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $15,386 | not reported in the loaded dataset | 2023 |
| Manufacturers And Traders Trust Co. | NONE | $13,918 | $0 | 2023 |
| Holm & O'Hara | NONE | $13,178 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $12,894 | not reported in the loaded dataset | 2023 |
| Segall Bryant And Hammill | NONE | $11,399 | $0 | 2023 |
| Investment Performance Services Inc | NONE | $11,250 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Laborers Local 754 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Chestnut Ridge, NY
- Bridgeway Benefit Technoloy — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Manufacturers And Traders Trust Co. — Schedule C compensation
- Holm & O'Hara — Schedule C compensation
- Mspc — Schedule C compensation
- Segall Bryant And Hammill — Schedule C compensation
- Investment Performance Services Inc — Schedule C compensation