2023 Form 5500 filing — Laborers' National Health And Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725170855NAL0014974609001) for Laborers' National Health And Welfare Fund, reported by Board Of Trustees Laborers' National H&W Fund under EIN 52-1601994 and plan number 501. It reports 2,060 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725170855NAL0014974609001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Laborers' National H&W Fund
- EIN
- 52-1601994
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 2,060
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,619,771
- Total liabilities (EOY)
- $4,274,595
- Net assets (EOY)
- $68,345,176
- Employer contributions
- $29,254,467
- Participant contributions
- $39,226
- Total income / additions
- $36,867,585
- Benefits paid
- $29,617,864
- Administrative expenses
- $2,238,735
- Total expenses
- $31,856,599
- Net increase / (decrease)
- $5,010,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Co | NONE | $1,077,481 | $0 |
| Segal Company | NONE | $125,334 | $0 |
| Kathy Brennan | EMPLOYEE | $98,956 | not reported in the loaded dataset |
| Express Scripts | NONE | $79,524 | not reported in the loaded dataset |
| Jpmorgan Investment Mgmt | NONE | $76,967 | not reported in the loaded dataset |
| Kimberly Gutrich | EMPLOYEE | $76,877 | not reported in the loaded dataset |
| James S. Ray | NONE | $75,913 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $45,438 | not reported in the loaded dataset |
| Jeremy Haynes | EMPLOYEE | $36,974 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $30,000 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $6,562 | not reported in the loaded dataset |