Building Laborers Local 310 Annuity Fund — Form 5500 plan (Blding Laborers Local 310 Annuity)

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, Building Laborers Local 310 Annuity Fund is a benefit plan reported by Blding Laborers Local 310 Annuity under EIN 34-1800561 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,048 participants and $122,054,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blding Laborers Local 310 Annuity
EIN
34-1800561
Plan number
002
Plan type
1
Location
Cleveland, OH
Latest filing year
2023
Participants
3,048
End-of-year plan assets
$122,054,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,048H, C20250208094506NAL0025759600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$122,054,697
Net assets (EOY)
$122,054,697
Net assets (BOY)
$115,754,419

Income & contributions

Employer contributions
$5,879,731
Total contributions
$5,879,731
Total income / additions
$15,749,075

Expenses & distributions

Benefits paid
$9,268,074
Administrative expenses
$180,723
Total expenses
$9,448,797
Net increase / (decrease)
$6,300,278

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Local 310 Fringe Benefit FundsCOLLECTION FUND$78,521not reported in the loaded dataset2023
Comerica BankINVESTMENT MANAGER$32,814not reported in the loaded dataset2023
Segal Marco AdvisorsINVESTMENT CONSULTANT$20,000not reported in the loaded dataset2023
Yurchyk & Davis Cpa'S, Inc.AUDITOR$16,900not reported in the loaded dataset2023

Related Form 5500 pages