Laborers Local 231 Pension Plan — Form 5500 plan (Board Of Trustees Laborers Local 231 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 231 Pension Plan is a benefit plan reported by Board Of Trustees Laborers Local 231 Pension Fund under EIN 37-6040563 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,138 participants and $112,694,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Laborers Local 231 Pension Fund
- EIN
- 37-6040563
- Plan number
- 001
- Plan type
- 1
- Location
- Pekin, IL
- Latest filing year
- 2023
- Participants
- 1,138
- End-of-year plan assets
- $112,694,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,138 | H, C | 20240927132850NAL0001282995002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,694,324
- Total liabilities (EOY)
- $176,150
- Net assets (EOY)
- $112,518,174
- Net assets (BOY)
- $101,117,988
Income & contributions
- Employer contributions
- $7,086,053
- Total contributions
- $7,086,053
- Total income / additions
- $17,659,144
Expenses & distributions
- Benefits paid
- $5,566,062
- Administrative expenses
- $692,896
- Total expenses
- $6,258,958
- Net increase / (decrease)
- $11,400,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segall, Bryant, & Hamill, LLC | NONE | $105,654 | $2,067 | 2023 |
| Ullico Investment Advisors Inc. | NONE | $83,240 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $58,037 | not reported in the loaded dataset | 2023 |
| National Inv Services Of America | NONE | $57,996 | not reported in the loaded dataset | 2023 |
| Systematic Financial | NONE | $41,073 | $0 | 2023 |
| Segal Company (Midwest) Inc | NONE | $35,500 | not reported in the loaded dataset | 2023 |
| Commerce Trust Company | NONE | $21,264 | $8,267 | 2023 |
| Romolo & Associates, LLC | NONE | $28,995 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $26,250 | not reported in the loaded dataset | 2023 |
| Cavanagh & Ohara Llp | NONE | $21,297 | not reported in the loaded dataset | 2023 |
| Mr. Microchip | NONE | $8,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Laborers Local 231 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Pekin, IL
- Segall, Bryant, & Hamill, LLC — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- National Inv Services Of America — Schedule C compensation
- Systematic Financial — Schedule C compensation
- Segal Company (Midwest) Inc — Schedule C compensation
- Commerce Trust Company — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Cavanagh & Ohara Llp — Schedule C compensation
- Mr. Microchip — Schedule C compensation