Laborers' District Council Heavy & Highway Health & Welfare Fund — Form 5500 plan (Laborers' District Council Heavy & Highway Health & Welfare 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' District Council Heavy & Highway Health & Welfare Fund is a benefit plan reported by Laborers' District Council Heavy & Highway Health & Welfare Fund under EIN 23-1527636 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,900 participants and $204,867,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers' District Council Heavy & Highway Health & Welfare Fund
- EIN
- 23-1527636
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,900
- End-of-year plan assets
- $204,867,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,900 | H, C | 20250217233616NAL0002387729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,867,524
- Total liabilities (EOY)
- $6,616,686
- Net assets (EOY)
- $198,250,838
- Net assets (BOY)
- $178,174,151
Income & contributions
- Employer contributions
- $36,028,559
- Participant contributions
- $148,509
- Total contributions
- $36,177,068
- Total income / additions
- $51,115,211
Expenses & distributions
- Benefits paid
- $28,008,060
- Administrative expenses
- $3,030,464
- Total expenses
- $31,038,524
- Net increase / (decrease)
- $20,076,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keystone Health Plan East | NONE | $1,529,450 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $320,540 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | not reported in the loaded dataset | $157,706 | not reported in the loaded dataset | 2023 |
| Perry Blackman, Cpa | not reported in the loaded dataset | $145,441 | not reported in the loaded dataset | 2023 |
| Fred Alger Management Inc | not reported in the loaded dataset | $120,244 | $0 | 2023 |
| Fidelio Insurance Company | not reported in the loaded dataset | $86,287 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | not reported in the loaded dataset | $80,638 | $0 | 2023 |
| Bridgeway Benefit Technologies LLC | not reported in the loaded dataset | $76,270 | not reported in the loaded dataset | 2023 |
| Allied Trades Assistance Program | not reported in the loaded dataset | $71,891 | not reported in the loaded dataset | 2023 |
| Loop Capital Asset Management | not reported in the loaded dataset | $68,433 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefits Admin | not reported in the loaded dataset | $68,188 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus Llp | NONE | $55,200 | not reported in the loaded dataset | 2023 |
| Rae Group LLC | not reported in the loaded dataset | $54,400 | not reported in the loaded dataset | 2023 |
| Smith-Edwards-Dunlap Company | not reported in the loaded dataset | $40,396 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | not reported in the loaded dataset | $40,000 | not reported in the loaded dataset | 2023 |
| Segal Consulting | not reported in the loaded dataset | $36,004 | not reported in the loaded dataset | 2023 |
| Independence Blue Cross | not reported in the loaded dataset | $35,086 | not reported in the loaded dataset | 2023 |
| Alan Parham | EMPLOYEE | $33,868 | not reported in the loaded dataset | 2023 |
| Express Scripts | not reported in the loaded dataset | $32,666 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani Llp | NONE | $31,156 | $0 | 2023 |
| Sibley Robinson | EMPLOYEE | $27,747 | not reported in the loaded dataset | 2023 |
| Amerihealth Hmo, Inc | not reported in the loaded dataset | $26,941 | not reported in the loaded dataset | 2023 |
| Granite Run Tech Solutions LLC | not reported in the loaded dataset | $17,869 | not reported in the loaded dataset | 2023 |
| Buchanan Ingersoll & Rooney | not reported in the loaded dataset | $15,996 | not reported in the loaded dataset | 2023 |
| Thomas Mcgoldrick | not reported in the loaded dataset | $14,667 | not reported in the loaded dataset | 2023 |
| Pnc Bank | not reported in the loaded dataset | $14,557 | $0 | 2023 |
| Robert Half International | not reported in the loaded dataset | $12,495 | not reported in the loaded dataset | 2023 |
| Swartz Campbell LLC | not reported in the loaded dataset | $10,319 | not reported in the loaded dataset | 2023 |
| Paychex Inc | not reported in the loaded dataset | $8,782 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers' District Council Heavy & Highway Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Keystone Health Plan East — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Perry Blackman, Cpa — Schedule C compensation
- Fred Alger Management Inc — Schedule C compensation
- Fidelio Insurance Company — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Allied Trades Assistance Program — Schedule C compensation
- Loop Capital Asset Management — Schedule C compensation
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Mitchell & Titus Llp — Schedule C compensation
- Rae Group LLC — Schedule C compensation
- Smith-Edwards-Dunlap Company — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Independence Blue Cross — Schedule C compensation
- Alan Parham — Schedule C compensation
- Express Scripts — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation
- Sibley Robinson — Schedule C compensation
- Amerihealth Hmo, Inc — Schedule C compensation
- Granite Run Tech Solutions LLC — Schedule C compensation
- Buchanan Ingersoll & Rooney — Schedule C compensation
- Thomas Mcgoldrick — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Robert Half International — Schedule C compensation
- Swartz Campbell LLC — Schedule C compensation
- Paychex Inc — Schedule C compensation