West Virginia Laborers' Trust Fund — Form 5500 plan (West Virginia 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, West Virginia Laborers' Trust Fund is a benefit plan reported by West Virginia Laborers' Trust Fund under EIN 55-0451207 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,036 participants and $145,554,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Virginia Laborers' Trust Fund
- EIN
- 55-0451207
- Plan number
- 501
- Plan type
- 1
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 2,036
- End-of-year plan assets
- $145,554,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,036 | H, C | 20250115151050NAL0012808323005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $145,554,655
- Total liabilities (EOY)
- $1,107,855
- Net assets (EOY)
- $144,446,800
- Net assets (BOY)
- $138,179,825
Income & contributions
- Employer contributions
- $32,037,913
- Participant contributions
- $823,126
- Total contributions
- $32,861,039
- Total income / additions
- $43,285,290
Expenses & distributions
- Benefits paid
- $34,613,912
- Administrative expenses
- $2,404,403
- Total expenses
- $37,018,315
- Net increase / (decrease)
- $6,266,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst | CLAIMS PROCESSING | $561,951 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | INSURANCE PROVIDER | $413,880 | not reported in the loaded dataset | 2023 |
| Issi | SOFTWARE SUPPORT | $123,282 | not reported in the loaded dataset | 2023 |
| Advanced Management | SOFTWARE SUPPORT | $119,898 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Companies, Inc. | INSURANCE PROVIDER | $110,328 | not reported in the loaded dataset | 2023 |
| American Health | CLAIMS PROCESSING | $97,046 | not reported in the loaded dataset | 2023 |
| Horton Group | ACTUARY | $91,250 | $0 | 2023 |
| New Tower Trust Company | INVESTMENT MANAGER | $76,199 | not reported in the loaded dataset | 2023 |
| Ta Realty | INVESTMENT MANAGER | $68,179 | not reported in the loaded dataset | 2023 |
| Teledoc | VIRTUAL CARE | $56,113 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | INVESTMENT MANAGER | $53,929 | not reported in the loaded dataset | 2023 |
| Jones Printing | PRINTING AND PUBLICATION | $50,620 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $41,856 | not reported in the loaded dataset | 2023 |
| Gray Griffith & Mays, A.C. | AUDITOR | $37,657 | not reported in the loaded dataset | 2023 |
| Pitney Purchase Power | POSTAGE | $35,000 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | INVESTMENT MANAGER | $33,442 | not reported in the loaded dataset | 2023 |
| Standard Valuations | INVESTMENT VALUATION | $28,125 | not reported in the loaded dataset | 2023 |
| United Bank | CUSTODIAN | $26,903 | not reported in the loaded dataset | 2023 |
| Harris Hardin & Co | AUDITOR | $22,319 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott | LEGAL SERVICES | $21,596 | not reported in the loaded dataset | 2023 |
| 4most Health Holdings | REPRICING | $18,064 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Virginia Laborers' Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Carefirst — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Issi — Schedule C compensation
- Advanced Management — Schedule C compensation
- Marsh & Mclennan Companies, Inc. — Schedule C compensation
- American Health — Schedule C compensation
- Horton Group — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Ta Realty — Schedule C compensation
- Teledoc — Schedule C compensation
- C.S. Mckee — Schedule C compensation
- Jones Printing — Schedule C compensation
- The Segal Company — Schedule C compensation
- Gray Griffith & Mays, A.C. — Schedule C compensation
- Pitney Purchase Power — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Standard Valuations — Schedule C compensation
- United Bank — Schedule C compensation
- Harris Hardin & Co — Schedule C compensation
- Meyer Unkovic & Scott — Schedule C compensation
- 4most Health Holdings — Schedule C compensation