Laborers Local Union No. 158 Pension Plan — Form 5500 plan (Laborers Local Union No. 158 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 Union No. 158 Pension Plan is a benefit plan reported by Laborers Local Union No. 158 Pension Fund under EIN 23-6580323 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,648 participants and $232,647,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers Local Union No. 158 Pension Fund
- EIN
- 23-6580323
- Plan number
- 001
- Plan type
- 1
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 5,648
- End-of-year plan assets
- $232,647,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,648 | H, C | 20241015072433NAL0015938371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $232,647,236
- Total liabilities (EOY)
- $756,653
- Net assets (EOY)
- $231,890,583
- Net assets (BOY)
- $215,249,328
Income & contributions
- Employer contributions
- $13,978,546
- Total contributions
- $13,978,546
- Total income / additions
- $30,656,579
Expenses & distributions
- Benefits paid
- $10,976,236
- Administrative expenses
- $3,039,088
- Total expenses
- $14,015,324
- Net increase / (decrease)
- $16,641,255
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laborers Local Union 158 Pension Fd | NONE | $316,380 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Actuaries | NONE | $239,751 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $232,417 | $0 | 2023 |
| Boyd Watterson Asset Mgmt, LLC | NONE | $212,619 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $188,684 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $164,047 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $163,477 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $145,673 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management, Llp | NONE | $126,742 | $0 | 2023 |
| Hardman Johnston Global Advisors Ll | NONE | $114,331 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $71,081 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $70,098 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $65,168 | $0 | 2023 |
| First Eagle Investment Mgt, LLC | NONE | $59,817 | $0 | 2023 |
| Patriot Financial Partners Iv, Lp | NONE | $56,252 | not reported in the loaded dataset | 2023 |
| Gcm Grosvenor | NONE | $52,500 | $0 | 2023 |
| Innovative Software Solutions | NONE | $49,299 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $48,882 | not reported in the loaded dataset | 2023 |
| Ellin & Tucker, Chartered | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Schreckengaust, Young & Associates, | NONE | $24,867 | not reported in the loaded dataset | 2023 |
| Buchanan Ingersoll & Rooney Pc | NONE | $24,373 | not reported in the loaded dataset | 2023 |
| Pxc, Inc. (Paychex Of New York, LLC | NONE | $7,265 | not reported in the loaded dataset | 2023 |
| Anstadt Printing Corporation | NONE | $6,413 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers Local Union No. 158 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Laborers Local Union 158 Pension Fd — Schedule C compensation
- Conrad Siegel Actuaries — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Boyd Watterson Asset Mgmt, LLC — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Wedge Capital Management, Llp — Schedule C compensation
- Hardman Johnston Global Advisors Ll — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- First Eagle Investment Mgt, LLC — Schedule C compensation
- Patriot Financial Partners Iv, Lp — Schedule C compensation
- Gcm Grosvenor — Schedule C compensation
- Innovative Software Solutions — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Ellin & Tucker, Chartered — Schedule C compensation
- Schreckengaust, Young & Associates, — Schedule C compensation
- Buchanan Ingersoll & Rooney Pc — Schedule C compensation
- Pxc, Inc. (Paychex Of New York, LLC — Schedule C compensation
- Anstadt Printing Corporation — Schedule C compensation