2023 Form 5500 filing — Laborers National Pension 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 20241009124049NAL0019181553005) for Laborers National Pension Fund, reported by Board Of Trustees Of The Laborers National Pension Fund under EIN 75-1280827 and plan number 001. It reports 40,369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124049NAL0019181553005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Laborers National Pension Fund
- EIN
- 75-1280827
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 40,369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,453,027,785
- Total liabilities (EOY)
- $2,935,011
- Net assets (EOY)
- $1,450,092,774
- Employer contributions
- $82,111,376
- Total income / additions
- $223,510,157
- Benefits paid
- $151,606,346
- Administrative expenses
- $10,612,083
- Total expenses
- $162,218,429
- Net increase / (decrease)
- $61,291,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors | NONE | $1,760,023 | $0 |
| Hudson Edge Investment Partners, In | NONE | $629,466 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $582,828 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $444,597 | not reported in the loaded dataset |
| Parametric Portfolio Associates | NONE | $359,284 | not reported in the loaded dataset |
| The Segal Company | NONE | $266,461 | not reported in the loaded dataset |
| James S. Ray | NONE | $197,050 | not reported in the loaded dataset |
| Principal Enhanced Property Fund | NONE | $189,210 | not reported in the loaded dataset |
| Employee 8 | EMPLOYEE | $177,568 | not reported in the loaded dataset |
| Marquette Associates, Inc | NONE | $175,000 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $171,168 | not reported in the loaded dataset |
| Employee 11 | EMPLOYEE | $142,226 | not reported in the loaded dataset |
| Employee 2 | EMPLOYEE | $127,815 | not reported in the loaded dataset |
| Wells Fargo | NONE | $113,991 | not reported in the loaded dataset |
| Employee 7 | EMPLOYEE | $110,409 | not reported in the loaded dataset |
| Employee 1 | EMPLOYEE | $104,019 | not reported in the loaded dataset |
| Employee 4 | EMPLOYEE | $91,628 | not reported in the loaded dataset |
| Employee 14 | EMPLOYEE | $88,225 | not reported in the loaded dataset |
| Employee 13 | EMPLOYEE | $87,012 | not reported in the loaded dataset |
| Employee 3 | EMPLOYEE | $84,871 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $83,191 | $0 |
| Employee 9 | EMPLOYEE | $75,961 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $75,000 | not reported in the loaded dataset |
| Employee 5 | EMPLOYEE | $63,944 | not reported in the loaded dataset |
| Employee Fringes Audit Co | NONE | $59,500 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $0 | $59,319 |
| Ted Soileau, Cpa, LLC | NONE | $57,268 | not reported in the loaded dataset |
| Employee 12 | EMPLOYEE | $50,488 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $38,392 | $4,765 |
| Employee 6 | EMPLOYEE | $41,080 | not reported in the loaded dataset |
| Employee 10 | EMPLOYEE | $36,492 | not reported in the loaded dataset |
| Crescent Capital High Income Fund B | NONE | $30,311 | not reported in the loaded dataset |
| J&M Data Services, Inc | NONE | $26,765 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $24,613 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $22,866 | $0 |
| Financial Additions, Inc | NONE | $17,000 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $10,695 | not reported in the loaded dataset |
| Proxy Vote Plus, LLC | NONE | $6,000 | not reported in the loaded dataset |
| Calibre Cpa Group, LLC | NONE | $5,000 | $0 |
| The Union Labor Life Insurance Co | NONE | $0 | $0 |