Laborers' Local No. 17 Pension Fund — Form 5500 plan (Laborers' International Union Of N.A. Local No. 17 Pension 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, Laborers' Local No. 17 Pension Fund is a benefit plan reported by Laborers' International Union Of N.A. Local No. 17 Pension Fund under EIN 14-6025196 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,416 participants and $126,749,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers' International Union Of N.A. Local No. 17 Pension Fund
- EIN
- 14-6025196
- Plan number
- 001
- Plan type
- 1
- Location
- Newburgh, NY
- Latest filing year
- 2023
- Participants
- 1,416
- End-of-year plan assets
- $126,749,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,416 | H, C | 20241014170015NAL0013657491008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,749,391
- Total liabilities (EOY)
- $689,438
- Net assets (EOY)
- $126,059,953
- Net assets (BOY)
- $111,223,067
Income & contributions
- Employer contributions
- $12,741,508
- Total contributions
- $12,741,508
- Total income / additions
- $26,082,438
Expenses & distributions
- Benefits paid
- $10,383,048
- Administrative expenses
- $862,504
- Total expenses
- $11,245,552
- Net increase / (decrease)
- $14,836,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tfa | NONE | $96,719 | not reported in the loaded dataset | 2023 |
| Us Bank Mutual Funds | NONE | $83,806 | not reported in the loaded dataset | 2023 |
| American Sv | NONE | $70,154 | not reported in the loaded dataset | 2023 |
| Santa Barbara (Us Bank) | NONE | $51,215 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services, LLC | NONE | $40,250 | not reported in the loaded dataset | 2023 |
| Rbt Cpas, Llp | NONE | $35,043 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $28,878 | not reported in the loaded dataset | 2023 |
| Nxg Insurance Agency Group | NONE | $12,745 | not reported in the loaded dataset | 2023 |
| Compudat Systems Inc | NONE | $11,058 | not reported in the loaded dataset | 2023 |
| Spectrum Pension & Compensation | NONE | $10,308 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $8,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers' International Union Of N.A. Local No. 17 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Newburgh, NY
- Tfa — Schedule C compensation
- Us Bank Mutual Funds — Schedule C compensation
- American Sv — Schedule C compensation
- Santa Barbara (Us Bank) — Schedule C compensation
- Summit Actuarial Services, LLC — Schedule C compensation
- Rbt Cpas, Llp — Schedule C compensation
- Ullico — Schedule C compensation
- Nxg Insurance Agency Group — Schedule C compensation
- Compudat Systems Inc — Schedule C compensation
- Spectrum Pension & Compensation — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation