Laborers Local 231 Annuity Fund — Form 5500 plan (Board Of Trustees Laborers Local 231 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 Local 231 Annuity Fund is a benefit plan reported by Board Of Trustees Laborers Local 231 Annuity Fund under EIN 37-1230607 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,308 participants and $35,013,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Laborers Local 231 Annuity Fund
- EIN
- 37-1230607
- Plan number
- 001
- Plan type
- 1
- Location
- Pekin, IL
- Latest filing year
- 2023
- Participants
- 1,308
- End-of-year plan assets
- $35,013,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,308 | H, C | 20250123132700NAL0003826339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,013,477
- Total liabilities (EOY)
- $107,665
- Net assets (EOY)
- $34,905,812
- Net assets (BOY)
- $32,113,795
Income & contributions
- Employer contributions
- $4,478,559
- Total contributions
- $4,478,559
- Total income / additions
- $5,962,833
Expenses & distributions
- Benefits paid
- $3,002,715
- Administrative expenses
- $168,101
- Total expenses
- $3,170,816
- Net increase / (decrease)
- $2,792,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laborers Local 231 H&W Fund | RELATED PARTY | $102,924 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $14,786 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc | NONE | $13,596 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $11,088 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Laborers Local 231 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Pekin, IL
- Laborers Local 231 H&W Fund — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- National Investment Services, Inc — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Cavanagh & O'Hara — Schedule C compensation