Laborers Of Delaware Local Union No. 199 Pension Plan — Form 5500 plan (Laborers Of Delaware Lcl Union 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 Union No. 199 Pension Plan is a benefit plan reported by Laborers Of Delaware Lcl Union 199 Board Of Trustees under EIN 51-6024937 and plan number 001. The latest loaded filing year is 2023. The filing reports 716 participants and $59,696,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers Of Delaware Lcl Union 199 Board Of Trustees
- EIN
- 51-6024937
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 716
- End-of-year plan assets
- $59,696,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 716 | H, C | 20250212163531NAL0011749123004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,696,838
- Total liabilities (EOY)
- $151,901
- Net assets (EOY)
- $59,544,937
- Net assets (BOY)
- $52,489,624
Income & contributions
- Employer contributions
- $2,848,697
- Total contributions
- $2,848,697
- Total income / additions
- $11,441,921
Expenses & distributions
- Benefits paid
- $3,754,678
- Administrative expenses
- $631,930
- Total expenses
- $4,386,608
- Net increase / (decrease)
- $7,055,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun Associates | NONE | $137,267 | $0 | 2023 |
| Central Data Services, Inc. | NONE | $93,257 | not reported in the loaded dataset | 2023 |
| Wright Investors | NONE | $72,682 | $0 | 2023 |
| Segal Company | NONE | $59,791 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $52,915 | not reported in the loaded dataset | 2023 |
| Belfint, Lyons & Shuman, P.A. | NONE | $47,811 | not reported in the loaded dataset | 2023 |
| Young Conaway Stargatt & Taylor Llp | NONE | $37,483 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $33,940 | $0 | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $29,997 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers Of Delaware Lcl Union 199 Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Stacey Braun Associates — Schedule C compensation
- Central Data Services, Inc. — Schedule C compensation
- Wright Investors — Schedule C compensation
- Segal Company — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Belfint, Lyons & Shuman, P.A. — Schedule C compensation
- Young Conaway Stargatt & Taylor Llp — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation