Laborers Annuity Plan For Northern California — Form 5500 plan (Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity)
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 Annuity Plan For Northern California is a benefit plan reported by Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity under EIN 94-6277608 and plan number 002. The latest loaded filing year is 2023. The filing reports 76,626 participants and $1,392,145,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity
- EIN
- 94-6277608
- Plan number
- 002
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 76,626
- End-of-year plan assets
- $1,392,145,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 76,626 | H, C | 20250615092734NAL0000185489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,392,145,688
- Total liabilities (EOY)
- $17,463,061
- Net assets (EOY)
- $1,374,682,627
- Net assets (BOY)
- $1,215,167,554
Income & contributions
- Employer contributions
- $154,304,161
- Total contributions
- $154,304,161
- Total income / additions
- $235,954,694
Expenses & distributions
- Benefits paid
- $72,896,410
- Administrative expenses
- $3,543,211
- Total expenses
- $76,439,621
- Net increase / (decrease)
- $159,515,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laborers Fund Administration | COMMON BOARD MEMBERS | $1,350,091 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $975,043 | $0 | 2023 |
| Mackay Shields LLC | NONE | $0 | $478,281 | 2023 |
| Meketa Fiduciary Management, LLC | NONE | $265,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $132,562 | $0 | 2023 |
| Ullico, Inc. | NONE | $89,356 | not reported in the loaded dataset | 2023 |
| Jmi Management Lp | NONE | $82,580 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $79,702 | not reported in the loaded dataset | 2023 |
| Ara Partners | NONE | $73,125 | not reported in the loaded dataset | 2023 |
| State Street Global Tr Co | NONE | $72,334 | $0 | 2023 |
| Bullivant Houser Bailey Pc | NONE | $35,805 | not reported in the loaded dataset | 2023 |
| Crow Holdings Capital | NONE | $29,811 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $28,993 | not reported in the loaded dataset | 2023 |
| The Segal Company (Western States) | NONE | $27,641 | not reported in the loaded dataset | 2023 |
| Heffernan Insurance Brokers | NONE | $0 | $24,563 | 2023 |
| 16 Points LLC | NONE | $0 | $23,356 | 2023 |
| Final Option Corp | NONE | $18,920 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Laborers Fund Administration — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Meketa Fiduciary Management, LLC — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Ullico, Inc. — Schedule C compensation
- Jmi Management Lp — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Ara Partners — Schedule C compensation
- State Street Global Tr Co — Schedule C compensation
- Bullivant Houser Bailey Pc — Schedule C compensation
- Crow Holdings Capital — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- The Segal Company (Western States) — Schedule C compensation
- Heffernan Insurance Brokers — Schedule C compensation
- 16 Points LLC — Schedule C compensation
- Final Option Corp — Schedule C compensation