Laborers Pension Fund — Form 5500 plan (Board Of Trustees Laborers Pension 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 Pension Fund is a benefit plan reported by Board Of Trustees Laborers Pension Fund under EIN 54-6111015 and plan number 001. The latest loaded filing year is 2023. The filing reports 746 participants and $64,756,307 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Laborers Pension Fund
EIN
54-6111015
Plan number
001
Plan type
1
Location
Salem, VA
Latest filing year
2023
Participants
746
End-of-year plan assets
$64,756,307

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023746H, C20250715221510NAL0003977120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,756,307
Total liabilities (EOY)
$32,977
Net assets (EOY)
$64,723,330
Net assets (BOY)
$45,964,833

Income & contributions

Employer contributions
$9,464,828
Total contributions
$9,464,828
Total income / additions
$19,903,572

Expenses & distributions

Benefits paid
$709,163
Administrative expenses
$435,912
Total expenses
$1,145,075
Net increase / (decrease)
$18,758,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Manning & NapierINVESTMENT MANAGEMENT$81,670not reported in the loaded dataset2023
Lawrence C. Musgrove Assoc., Inc.ADMINISTRATOR$56,700not reported in the loaded dataset2023
Bha Consulting, LLCACTUARY$51,896not reported in the loaded dataset2023
United BankINVESTMENT MANAGER$31,037not reported in the loaded dataset2023
Seizert Capital PartnersINVESTMENT MANAGER$30,365not reported in the loaded dataset2023
C.S. Mckee, L.P.INVESTMENT MANAGER$27,341not reported in the loaded dataset2023
New Tower Trust CompanyINVESTMENTS$25,905not reported in the loaded dataset2023
O'Donoghue & O'DonoghueATTORNEY$25,065not reported in the loaded dataset2023
Standard Valuations, Inc.INVESTMENT ADVISOR$23,500not reported in the loaded dataset2023
Anderson & Reed, LlpAUDITOR$14,200not reported in the loaded dataset2023
Huntington BankINVESTMENT CUSTODIAN$8,021not reported in the loaded dataset2023
Lapadula, Carlson & Co., Cpa'SPAYROLL AUDITOR$6,322not reported in the loaded dataset2023

Related Form 5500 pages