Laborers National Pension Fund — Form 5500 plan (Board Of Trustees Of The Laborers National 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 National Pension Fund is a benefit plan reported by Board Of Trustees Of The Laborers National Pension Fund under EIN 75-1280827 and plan number 001. The latest loaded filing year is 2023. The filing reports 40,369 participants and $1,453,027,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Laborers National Pension Fund
- EIN
- 75-1280827
- Plan number
- 001
- Plan type
- 1
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 40,369
- End-of-year plan assets
- $1,453,027,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40,369 | H, C | 20241009124049NAL0019181553005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,453,027,785
- Total liabilities (EOY)
- $2,935,011
- Net assets (EOY)
- $1,450,092,774
- Net assets (BOY)
- $1,388,801,046
Income & contributions
- Employer contributions
- $82,111,376
- Total contributions
- $82,111,376
- Total income / additions
- $223,510,157
Expenses & distributions
- Benefits paid
- $151,606,346
- Administrative expenses
- $10,612,083
- Total expenses
- $162,218,429
- Net increase / (decrease)
- $61,291,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors | NONE | $1,760,023 | $0 | 2023 |
| Hudson Edge Investment Partners, In | NONE | $629,466 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $582,828 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $444,597 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates | NONE | $359,284 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $266,461 | not reported in the loaded dataset | 2023 |
| James S. Ray | NONE | $197,050 | not reported in the loaded dataset | 2023 |
| Principal Enhanced Property Fund | NONE | $189,210 | not reported in the loaded dataset | 2023 |
| Employee 8 | EMPLOYEE | $177,568 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc | NONE | $175,000 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $171,168 | not reported in the loaded dataset | 2023 |
| Employee 11 | EMPLOYEE | $142,226 | not reported in the loaded dataset | 2023 |
| Employee 2 | EMPLOYEE | $127,815 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $113,991 | not reported in the loaded dataset | 2023 |
| Employee 7 | EMPLOYEE | $110,409 | not reported in the loaded dataset | 2023 |
| Employee 1 | EMPLOYEE | $104,019 | not reported in the loaded dataset | 2023 |
| Employee 4 | EMPLOYEE | $91,628 | not reported in the loaded dataset | 2023 |
| Employee 14 | EMPLOYEE | $88,225 | not reported in the loaded dataset | 2023 |
| Employee 13 | EMPLOYEE | $87,012 | not reported in the loaded dataset | 2023 |
| Employee 3 | EMPLOYEE | $84,871 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $83,191 | $0 | 2023 |
| Employee 9 | EMPLOYEE | $75,961 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Employee 5 | EMPLOYEE | $63,944 | not reported in the loaded dataset | 2023 |
| Employee Fringes Audit Co | NONE | $59,500 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $0 | $59,319 | 2023 |
| Ted Soileau, Cpa, LLC | NONE | $57,268 | not reported in the loaded dataset | 2023 |
| Employee 12 | EMPLOYEE | $50,488 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $38,392 | $4,765 | 2023 |
| Employee 6 | EMPLOYEE | $41,080 | not reported in the loaded dataset | 2023 |
| Employee 10 | EMPLOYEE | $36,492 | not reported in the loaded dataset | 2023 |
| Crescent Capital High Income Fund B | NONE | $30,311 | not reported in the loaded dataset | 2023 |
| J&M Data Services, Inc | NONE | $26,765 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $24,613 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $22,866 | $0 | 2023 |
| Financial Additions, Inc | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $10,695 | not reported in the loaded dataset | 2023 |
| Proxy Vote Plus, LLC | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, LLC | NONE | $5,000 | $0 | 2023 |
| The Union Labor Life Insurance Co | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Laborers National Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Ullico Investment Advisors — Schedule C compensation
- Hudson Edge Investment Partners, In — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Parametric Portfolio Associates — Schedule C compensation
- The Segal Company — Schedule C compensation
- James S. Ray — Schedule C compensation
- Principal Enhanced Property Fund — Schedule C compensation
- Employee 8 — Schedule C compensation
- Marquette Associates, Inc — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Employee 11 — Schedule C compensation
- Employee 2 — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Employee 7 — Schedule C compensation
- Employee 1 — Schedule C compensation
- Employee 4 — Schedule C compensation
- Employee 14 — Schedule C compensation
- Employee 13 — Schedule C compensation
- Employee 3 — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Employee 9 — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Employee 5 — Schedule C compensation
- Employee Fringes Audit Co — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Ted Soileau, Cpa, LLC — Schedule C compensation
- Employee 12 — Schedule C compensation
- Employee 6 — Schedule C compensation
- Employee 10 — Schedule C compensation
- Crescent Capital High Income Fund B — Schedule C compensation
- J&M Data Services, Inc — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Financial Additions, Inc — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Proxy Vote Plus, LLC — Schedule C compensation
- Calibre Cpa Group, LLC — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation