Laborers' Int'L Union Of Na Local 1822 Pension Fun — Form 5500 plan (Trustees Of Laborers Int'L Union Of Na Local Union No. 1822 Pension Fu)
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' Int'L Union Of Na Local 1822 Pension Fun is a benefit plan reported by Trustees Of Laborers Int'L Union Of Na Local Union No. 1822 Pension Fu under EIN 16-6147773 and plan number 001. The latest loaded filing year is 2023. The filing reports 521 participants and $19,767,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Laborers Int'L Union Of Na Local Union No. 1822 Pension Fu
- EIN
- 16-6147773
- Plan number
- 001
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $19,767,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20241014120502NAL0013247795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,767,504
- Total liabilities (EOY)
- $117,198
- Net assets (EOY)
- $19,650,306
- Net assets (BOY)
- $19,530,098
Income & contributions
- Employer contributions
- $1,936,740
- Total contributions
- $1,936,740
- Total income / additions
- $4,082,748
Expenses & distributions
- Benefits paid
- $3,571,477
- Administrative expenses
- $391,063
- Total expenses
- $3,962,540
- Net increase / (decrease)
- $120,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osullivan Associates Inc | NONE | $69,919 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $58,095 | $0 | 2023 |
| Blitman & King | NONE | $53,131 | not reported in the loaded dataset | 2023 |
| Darcangelo & Co., Llp | NONE | $21,400 | not reported in the loaded dataset | 2023 |
| Nwq Investment Management Company | NONE | $10,211 | $0 | 2023 |
| Joseph W. Mccarthy & Associates | NONE | $9,430 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Laborers Int'L Union Of Na Local Union No. 1822 Pension Fu
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Osullivan Associates Inc — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Blitman & King — Schedule C compensation
- Darcangelo & Co., Llp — Schedule C compensation
- Nwq Investment Management Company — Schedule C compensation
- Joseph W. Mccarthy & Associates — Schedule C compensation