Laborers District Council Of Virginia Pension Trust Fund — Form 5500 plan (Joint Board Of Trustees Ldc Of Va Pension 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 District Council Of Virginia Pension Trust Fund is a benefit plan reported by Joint Board Of Trustees Ldc Of Va Pension Trust Fund under EIN 54-6117299 and plan number 001. The latest loaded filing year is 2023. The filing reports 634 participants and $23,993,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Ldc Of Va Pension Trust Fund
- EIN
- 54-6117299
- Plan number
- 001
- Plan type
- 1
- Location
- Salem, VA
- Latest filing year
- 2023
- Participants
- 634
- End-of-year plan assets
- $23,993,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 634 | H, C | 20241015093012NAL0016060115004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,993,307
- Total liabilities (EOY)
- $18,955
- Net assets (EOY)
- $23,974,352
- Net assets (BOY)
- $22,498,285
Income & contributions
- Employer contributions
- $545,908
- Total contributions
- $545,908
- Total income / additions
- $3,332,956
Expenses & distributions
- Benefits paid
- $1,531,588
- Administrative expenses
- $325,301
- Total expenses
- $1,856,889
- Net increase / (decrease)
- $1,476,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $143,014 | $0 | 2023 |
| The Segal Company | NONE | $51,004 | not reported in the loaded dataset | 2023 |
| Lawrence C. Musgrove Assoc. Inc. | NONE | $49,740 | not reported in the loaded dataset | 2023 |
| Anderson & Reed, Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein And Abato,Pa | NONE | $7,665 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Ldc Of Va Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Salem, VA
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Lawrence C. Musgrove Assoc. Inc. — Schedule C compensation
- Anderson & Reed, Llp — Schedule C compensation
- Abato, Rubenstein And Abato,Pa — Schedule C compensation