Central Laborers Annuity Plan — Form 5500 plan (Board Of Trustees Of Central Laborers Annuity Plan)
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, Central Laborers Annuity Plan is a benefit plan reported by Board Of Trustees Of Central Laborers Annuity Plan under EIN 37-6052379 and plan number 002. The latest loaded filing year is 2023. The filing reports 21,733 participants and $311,398,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Central Laborers Annuity Plan
- EIN
- 37-6052379
- Plan number
- 002
- Plan type
- 1
- Location
- Jacksonville, IL
- Latest filing year
- 2023
- Participants
- 21,733
- End-of-year plan assets
- $311,398,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,733 | H, C | 20250627161723NAL0023177874001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $311,398,780
- Total liabilities (EOY)
- $322,527
- Net assets (EOY)
- $311,076,253
- Net assets (BOY)
- $264,766,519
Income & contributions
- Employer contributions
- $43,244,307
- Participant contributions
- $69,251
- Total contributions
- $43,455,950
- Total income / additions
- $67,173,676
Expenses & distributions
- Benefits paid
- $19,080,763
- Administrative expenses
- $1,783,179
- Total expenses
- $20,863,942
- Net increase / (decrease)
- $46,309,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Laborers Pension Fund | RELATED PARTY | $773,022 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc | NONE | $431,028 | not reported in the loaded dataset | 2023 |
| Principal Enhanced Property Fund | NONE | $138,944 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $85,749 | not reported in the loaded dataset | 2023 |
| Shelton Capital Management | NONE | $24,786 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $22,575 | not reported in the loaded dataset | 2023 |
| Marquette & Associates | NONE | $0 | $15,167 | 2023 |
| U.S. Bank National Association | NONE | $12,059 | $0 | 2023 |
| Segal Select Insurance | NONE | $0 | $9,823 | 2023 |
| Cavanagh & O'Hara Llp | NONE | $6,498 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Central Laborers Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Jacksonville, IL
- Central Laborers Pension Fund — Schedule C compensation
- Ullico Investment Advisors, Inc — Schedule C compensation
- Principal Enhanced Property Fund — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Shelton Capital Management — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Marquette & Associates — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Cavanagh & O'Hara Llp — Schedule C compensation