2023 Form 5500 filing — Contractors Laborers Teamsters & Engineers Pension Plan
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 20241008114507NAL0028474512001) for Contractors Laborers Teamsters & Engineers Pension Plan, reported by Contractors Laborers Teamsters & Engineers Pension Plan under EIN 47-6049397 and plan number 001. It reports 2,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114507NAL0028474512001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Contractors Laborers Teamsters & Engineers Pension Plan
- EIN
- 47-6049397
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 2,902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,130,374
- Total liabilities (EOY)
- $132,842
- Net assets (EOY)
- $136,997,532
- Employer contributions
- $8,495,380
- Total income / additions
- $26,178,485
- Benefits paid
- $9,756,982
- Administrative expenses
- $1,156,933
- Total expenses
- $10,913,915
- Net increase / (decrease)
- $15,264,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley - Smith Barney | not reported in the loaded dataset | $342,235 | $0 |
| Fiduciary Management | not reported in the loaded dataset | $92,959 | not reported in the loaded dataset |
| Larry Murray | not reported in the loaded dataset | $67,642 | not reported in the loaded dataset |
| Milliman | not reported in the loaded dataset | $54,551 | not reported in the loaded dataset |
| Bridgeway | not reported in the loaded dataset | $52,080 | not reported in the loaded dataset |
| Blackrock | not reported in the loaded dataset | $50,089 | not reported in the loaded dataset |
| Pat Elliott | not reported in the loaded dataset | $40,089 | not reported in the loaded dataset |
| Chris Clawson | not reported in the loaded dataset | $30,772 | not reported in the loaded dataset |
| Lisa Novak | not reported in the loaded dataset | $30,729 | not reported in the loaded dataset |
| Sydney Barton | not reported in the loaded dataset | $30,260 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $30,078 | not reported in the loaded dataset |
| Irene Marquez | not reported in the loaded dataset | $29,398 | not reported in the loaded dataset |
| Weinberg & Weinberg, Pc | not reported in the loaded dataset | $10,681 | not reported in the loaded dataset |
| Proloan Bond Fund | not reported in the loaded dataset | $10,328 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset |