Laborers Of Delaware Local Unions 199 Welfare Fund — Form 5500 plan (Laborers Welfare Fund Local 199 Board Of Trustees)
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 Of Delaware Local Unions 199 Welfare Fund is a benefit plan reported by Laborers Welfare Fund Local 199 Board Of Trustees under EIN 51-6015930 and plan number 501. The latest loaded filing year is 2023. The filing reports 278 participants and $9,519,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers Welfare Fund Local 199 Board Of Trustees
- EIN
- 51-6015930
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $9,519,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20250215152020NAL0051661890001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,519,959
- Total liabilities (EOY)
- $315,314
- Net assets (EOY)
- $9,204,645
- Net assets (BOY)
- $6,050,114
Income & contributions
- Employer contributions
- $5,736,394
- Participant contributions
- $159,149
- Total contributions
- $5,895,543
- Total income / additions
- $6,238,034
Expenses & distributions
- Benefits paid
- $2,690,201
- Administrative expenses
- $393,302
- Total expenses
- $3,083,503
- Net increase / (decrease)
- $3,154,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services, Inc. | NONE | $99,454 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $89,839 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $72,555 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $31,749 | not reported in the loaded dataset | 2023 |
| Belfint, Lyons & Shuman | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | NONE | $14,331 | $0 | 2023 |
| Young Conaway Stargatt & Taylor Llp | NONE | $11,724 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $6,445 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers Welfare Fund Local 199 Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Central Data Services, Inc. — Schedule C compensation
- Segal — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Belfint, Lyons & Shuman — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Young Conaway Stargatt & Taylor Llp — Schedule C compensation
- Pnc Bank — Schedule C compensation