Labor Alliance Managed Trust Fund — Form 5500 plan (Board Of Trustees, Labor Alliance Managed 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, Labor Alliance Managed Trust Fund is a benefit plan reported by Board Of Trustees, Labor Alliance Managed Trust Fund under EIN 94-3217575 and plan number 501. The latest loaded filing year is 2023. The filing reports 15,554 participants and $83,383,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Labor Alliance Managed Trust Fund
- EIN
- 94-3217575
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 15,554
- End-of-year plan assets
- $83,383,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,554 | H, C | 20241219134202NAL0002805043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,383,593
- Total liabilities (EOY)
- $2,648,499
- Net assets (EOY)
- $80,735,094
- Net assets (BOY)
- $64,335,546
Income & contributions
- Employer contributions
- $250,732,974
- Participant contributions
- $2,497,282
- Total contributions
- $253,230,256
- Total income / additions
- $257,918,655
Expenses & distributions
- Benefits paid
- $235,776,224
- Administrative expenses
- $5,742,883
- Total expenses
- $241,519,107
- Net increase / (decrease)
- $16,399,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dmc Insurance Administrators | NONE | $4,480,406 | not reported in the loaded dataset | 2023 |
| Physmetrics, LLC | NONE | $402,414 | not reported in the loaded dataset | 2023 |
| Withumsmith + Brown, Pc | NONE | $295,241 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $137,515 | not reported in the loaded dataset | 2023 |
| Prestige Printing | NONE | $116,343 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $93,909 | not reported in the loaded dataset | 2023 |
| Mammini Company | NONE | $50,650 | not reported in the loaded dataset | 2023 |
| Eric Jimenez | TRUSTEE | $12,184 | not reported in the loaded dataset | 2023 |
| Larry Valenti | TRUSTEE | $12,174 | not reported in the loaded dataset | 2023 |
| Chuck Martin | TRUSTEE | $11,523 | not reported in the loaded dataset | 2023 |
| Carlos Barnett | TRUSTEE | $10,959 | not reported in the loaded dataset | 2023 |
| Victor Mineros | TRUSTEE | $9,725 | not reported in the loaded dataset | 2023 |
| Frank Sevilla | TRUSTEE | $8,602 | not reported in the loaded dataset | 2023 |
| Lincoln Investment Planning, LLC | NONE | $7,520 | not reported in the loaded dataset | 2023 |
| Lyle Mcvicar | TRUSTEE | $6,837 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services, LLC | NONE | $6,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Labor Alliance Managed Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Dmc Insurance Administrators — Schedule C compensation
- Physmetrics, LLC — Schedule C compensation
- Withumsmith + Brown, Pc — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Prestige Printing — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Mammini Company — Schedule C compensation
- Eric Jimenez — Schedule C compensation
- Larry Valenti — Schedule C compensation
- Chuck Martin — Schedule C compensation
- Carlos Barnett — Schedule C compensation
- Victor Mineros — Schedule C compensation
- Frank Sevilla — Schedule C compensation
- Lincoln Investment Planning, LLC — Schedule C compensation
- Lyle Mcvicar — Schedule C compensation
- Commonwealth Equity Services, LLC — Schedule C compensation