Laborers Local Union No. 158 Health And Welfare Plan — Form 5500 plan (Laborers Local Union No. 158 Health And 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 Local Union No. 158 Health And Welfare Plan is a benefit plan reported by Laborers Local Union No. 158 Health And Welfare Fund under EIN 23-1608209 and plan number 501. The latest loaded filing year is 2023. The filing reports 755 participants and $63,030,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers Local Union No. 158 Health And Welfare Fund
- EIN
- 23-1608209
- Plan number
- 501
- Plan type
- 1
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 755
- End-of-year plan assets
- $63,030,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 755 | H, C | 20241015073521NAL0014200019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,030,726
- Total liabilities (EOY)
- $604,003
- Net assets (EOY)
- $62,426,723
- Net assets (BOY)
- $56,363,106
Income & contributions
- Employer contributions
- $15,431,382
- Participant contributions
- $41,141
- Total contributions
- $15,472,523
- Total income / additions
- $18,265,730
Expenses & distributions
- Benefits paid
- $11,056,707
- Administrative expenses
- $1,145,406
- Total expenses
- $12,202,113
- Net increase / (decrease)
- $6,063,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Advantage Assurance Company | NONE | $331,947 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $115,775 | not reported in the loaded dataset | 2023 |
| Laborers Local Union No. 158 H&W Fd | PLAN ADMIN. | $105,460 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $101,646 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $51,631 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Actuaries | NONE | $46,205 | not reported in the loaded dataset | 2023 |
| Ellin & Tucker, Chartered | NONE | $41,000 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $34,605 | not reported in the loaded dataset | 2023 |
| Ips Group Inc | NONE | $32,500 | $0 | 2023 |
| Schreckengaust, Young & Associates | NONE | $21,029 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $14,716 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc | NONE | $13,559 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions | NONE | $12,685 | not reported in the loaded dataset | 2023 |
| Buchanan Ingersoll & Rooney Pc | NONE | $9,569 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $5,138 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers Local Union No. 158 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Capital Advantage Assurance Company — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Laborers Local Union No. 158 H&W Fd — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Conrad Siegel Actuaries — Schedule C compensation
- Ellin & Tucker, Chartered — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Ips Group Inc — Schedule C compensation
- Schreckengaust, Young & Associates — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Express Scripts Inc — Schedule C compensation
- Innovative Software Solutions — Schedule C compensation
- Buchanan Ingersoll & Rooney Pc — Schedule C compensation
- Delta Dental — Schedule C compensation