Contractors Laborers Teamsters & Engineers Pension Plan — Form 5500 plan (Contractors Laborers Teamsters & Engineers Pension 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, Contractors Laborers Teamsters & Engineers Pension Plan is a benefit plan reported by Contractors Laborers Teamsters & Engineers Pension Plan under EIN 47-6049397 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,902 participants and $137,130,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Contractors Laborers Teamsters & Engineers Pension Plan
- EIN
- 47-6049397
- Plan number
- 001
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 2,902
- End-of-year plan assets
- $137,130,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,902 | H, C | 20241008114507NAL0028474512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,130,374
- Total liabilities (EOY)
- $132,842
- Net assets (EOY)
- $136,997,532
- Net assets (BOY)
- $121,732,962
Income & contributions
- Employer contributions
- $8,495,380
- Total contributions
- $8,495,380
- Total income / additions
- $26,178,485
Expenses & distributions
- Benefits paid
- $9,756,982
- Administrative expenses
- $1,156,933
- Total expenses
- $10,913,915
- Net increase / (decrease)
- $15,264,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley - Smith Barney | not reported in the loaded dataset | $342,235 | $0 | 2023 |
| Fiduciary Management | not reported in the loaded dataset | $92,959 | not reported in the loaded dataset | 2023 |
| Larry Murray | not reported in the loaded dataset | $67,642 | not reported in the loaded dataset | 2023 |
| Milliman | not reported in the loaded dataset | $54,551 | not reported in the loaded dataset | 2023 |
| Bridgeway | not reported in the loaded dataset | $52,080 | not reported in the loaded dataset | 2023 |
| Blackrock | not reported in the loaded dataset | $50,089 | not reported in the loaded dataset | 2023 |
| Pat Elliott | not reported in the loaded dataset | $40,089 | not reported in the loaded dataset | 2023 |
| Chris Clawson | not reported in the loaded dataset | $30,772 | not reported in the loaded dataset | 2023 |
| Lisa Novak | not reported in the loaded dataset | $30,729 | not reported in the loaded dataset | 2023 |
| Sydney Barton | not reported in the loaded dataset | $30,260 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $30,078 | not reported in the loaded dataset | 2023 |
| Irene Marquez | not reported in the loaded dataset | $29,398 | not reported in the loaded dataset | 2023 |
| Weinberg & Weinberg, Pc | not reported in the loaded dataset | $10,681 | not reported in the loaded dataset | 2023 |
| Proloan Bond Fund | not reported in the loaded dataset | $10,328 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Contractors Laborers Teamsters & Engineers Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Morgan Stanley - Smith Barney — Schedule C compensation
- Fiduciary Management — Schedule C compensation
- Larry Murray — Schedule C compensation
- Milliman — Schedule C compensation
- Bridgeway — Schedule C compensation
- Blackrock — Schedule C compensation
- Pat Elliott — Schedule C compensation
- Chris Clawson — Schedule C compensation
- Lisa Novak — Schedule C compensation
- Sydney Barton — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Irene Marquez — Schedule C compensation
- Weinberg & Weinberg, Pc — Schedule C compensation
- Proloan Bond Fund — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation