Laborers Trust Fund — Form 5500 plan (Board Of Trustees Laborers Trust 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 Trust Fund is a benefit plan reported by Board Of Trustees Laborers Trust Fund under EIN 54-0675443 and plan number 504. The latest loaded filing year is 2023. The filing reports 380 participants and $42,963,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Laborers Trust Fund
- EIN
- 54-0675443
- Plan number
- 504
- Plan type
- 1
- Location
- Salem, VA
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $42,963,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20250715120010NAL0002027841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,963,008
- Total liabilities (EOY)
- $1,286,791
- Net assets (EOY)
- $41,676,217
- Net assets (BOY)
- $28,824,579
Income & contributions
- Employer contributions
- $12,007,190
- Participant contributions
- $109,728
- Total contributions
- $12,116,918
- Total income / additions
- $17,379,776
Expenses & distributions
- Benefits paid
- $3,157,800
- Administrative expenses
- $1,370,338
- Total expenses
- $4,528,138
- Net increase / (decrease)
- $12,851,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem | CLAIMS PROCESSING | $303,794 | $0 | 2023 |
| Lawrence C. Musgrove Assoc, Inc. | ADMINISTRATOR | $155,400 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $61,249 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | OTHER SERVICES | $48,000 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, LLC | INVESTMENT MANAGEMENT | $34,490 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | ATTORNEY | $29,018 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | INVESTMENT MANAGEMENT | $21,474 | not reported in the loaded dataset | 2023 |
| Anderson & Reed, Llp | AUDITOR | $14,200 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | ADVISORY | $13,500 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | INVESTMENTS | $7,250 | not reported in the loaded dataset | 2023 |
| Lapadula,Carlson & Co., Cpa'S | PAYROLL AUDITOR | $6,323 | not reported in the loaded dataset | 2023 |
| Huntington Bank | INVESTMENT CUSTODIAN | $5,123 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Laborers Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Salem, VA
- Anthem — Schedule C compensation
- Lawrence C. Musgrove Assoc, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Manning & Napier Advisors, LLC — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- C.S. Mckee — Schedule C compensation
- Anderson & Reed, Llp — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Lapadula,Carlson & Co., Cpa'S — Schedule C compensation
- Huntington Bank — Schedule C compensation