Laborers' International Union Of North America Local Union Number 130, Annuity Fund — Form 5500 plan (Board Of Trustees Of Local Union Number 130, Annuity 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' International Union Of North America Local Union Number 130, Annuity Fund is a benefit plan reported by Board Of Trustees Of Local Union Number 130, Annuity Fund under EIN 23-7062537 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,563 participants and $14,056,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local Union Number 130, Annuity Fund
- EIN
- 23-7062537
- Plan number
- 001
- Plan type
- 1
- Location
- Scranton, PA
- Latest filing year
- 2023
- Participants
- 1,563
- End-of-year plan assets
- $14,056,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,563 | H, C | 20250306064955NAL0006090675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,056,941
- Total liabilities (EOY)
- $68,363
- Net assets (EOY)
- $13,988,578
- Net assets (BOY)
- $14,088,807
Income & contributions
- Employer contributions
- $241,304
- Total contributions
- $241,304
- Total income / additions
- $1,905,416
Expenses & distributions
- Benefits paid
- $1,780,576
- Administrative expenses
- $225,069
- Total expenses
- $2,005,645
- Net increase / (decrease)
- -$100,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Trust Company, LLC | NONE | $109,272 | $0 | 2023 |
| Lawrence C. Musgrove Associates | NONE | $43,078 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | NONE | $32,857 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company Pc | NONE | $15,645 | not reported in the loaded dataset | 2023 |
| Odonoghue & Odonoghue | NONE | $8,844 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local Union Number 130, Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- John Hancock Trust Company, LLC — Schedule C compensation
- Lawrence C. Musgrove Associates — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Alan Ross & Company Pc — Schedule C compensation
- Odonoghue & Odonoghue — Schedule C compensation