Building Laborers Local 310 Pension Fund — Form 5500 plan (Building Laborers 310 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, Building Laborers Local 310 Pension Fund is a benefit plan reported by Building Laborers 310 Pension Fund under EIN 34-6573987 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,788 participants and $404,764,367 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Building Laborers 310 Pension Fund
EIN
34-6573987
Plan number
001
Plan type
1
Location
Cleveland, OH
Latest filing year
2023
Participants
3,788
End-of-year plan assets
$404,764,367

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,788H, C20250208104506NAL0025853760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$404,764,367
Total liabilities (EOY)
$297,670
Net assets (EOY)
$404,466,697
Net assets (BOY)
$380,752,520

Income & contributions

Employer contributions
$21,079,712
Total contributions
$21,079,712
Total income / additions
$65,621,747

Expenses & distributions

Benefits paid
$40,726,445
Administrative expenses
$1,181,125
Total expenses
$41,907,570
Net increase / (decrease)
$23,714,177

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Segal Marco AdvisorsINVESTMENT CONSULTANT$212,917not reported in the loaded dataset2023
Local 310 Fringe Benefit FundsCONTRACT ADMINISTRATOR$183,216not reported in the loaded dataset2023
Pbgc PremiumNONE$132,580not reported in the loaded dataset2023
Loomis Sayles Trust CompanyINVESTMENT MANAGER$113,739not reported in the loaded dataset2023
Jp Morgan Chase Bank, N.A.INVESTMENT MANAGER$112,196not reported in the loaded dataset2023
The Segal CompanyACTUARY$77,935not reported in the loaded dataset2023
Ancora AdvisorsINVESTMENT MANAGER$65,751not reported in the loaded dataset2023
Neuberger Berman Investment AdvisorINVESTMENT MANAGER$53,944not reported in the loaded dataset2023
State Street Global AdvisorsINVESTMENT MANAGER$44,178not reported in the loaded dataset2023
Prudential Trust CompanyINVESTMENT MANAGER$37,716not reported in the loaded dataset2023
Yurchyk & Davis Cpa'S, Inc.AUDITOR$22,900not reported in the loaded dataset2023
Comerica Bank & TrustINVESTMENT MANAGER$20,647not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesTAX FILING SERVICES$5,150not reported in the loaded dataset2023

Related Form 5500 pages