Laborers Local 785 Pension Plan — Form 5500 plan (Board Of Trustees Of Laborers 785 Pension 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 785 Pension Plan is a benefit plan reported by Board Of Trustees Of Laborers 785 Pension Plan under EIN 16-6062418 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,229 participants and $106,880,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Laborers 785 Pension Plan
EIN
16-6062418
Plan number
001
Plan type
1
Location
Ithaca, NY
Latest filing year
2023
Participants
1,229
End-of-year plan assets
$106,880,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,229H, C20241007093748NAL0007454195003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,880,213
Total liabilities (EOY)
$138,182
Net assets (EOY)
$106,742,031
Net assets (BOY)
$94,860,180

Income & contributions

Employer contributions
$4,454,354
Total contributions
$4,454,354
Total income / additions
$18,779,679

Expenses & distributions

Benefits paid
$6,176,262
Administrative expenses
$721,566
Total expenses
$6,897,828
Net increase / (decrease)
$11,881,851

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bank Of AmericaNONE$341,791not reported in the loaded dataset2023
Heidi O'RourkeEMPLOYEE$65,500not reported in the loaded dataset2023
Terry ClarkEMPLOYEE$65,250not reported in the loaded dataset2023
Bonadio & Co., LlpNONE$33,575not reported in the loaded dataset2023
O'Sullivan Associates, Inc.NONE$32,200not reported in the loaded dataset2023
Laborers Local #785 Building CorpRELATED AFFILIATE$6,510not reported in the loaded dataset2023
Lipsitz Green Scrime Cambria LpNONE$6,180not reported in the loaded dataset2023

Related Form 5500 pages