2023 Form 5500 filing — Rhode Island Laborers Annuity 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 20241010092720NAL0011333875001) for Rhode Island Laborers Annuity Fund, reported by Board Of Trustees Rhode Island Laborers Annuity Fund under EIN 05-0417267 and plan number 001. It reports 9,169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092720NAL0011333875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Rhode Island Laborers Annuity Fund
- EIN
- 05-0417267
- Plan number
- 001
- Location
- Cranston, RI
- Participants
- 9,169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $226,775,912
- Total liabilities (EOY)
- $713,087
- Net assets (EOY)
- $226,062,825
- Employer contributions
- $22,173,701
- Total income / additions
- $45,852,754
- Benefits paid
- $13,686,344
- Administrative expenses
- $611,970
- Total expenses
- $14,298,314
- Net increase / (decrease)
- $31,554,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loop Capital Asset Management | NONE | $154,181 | not reported in the loaded dataset |
| Acadian Asset Management | NONE | $71,842 | not reported in the loaded dataset |
| Segal Company | NONE | $63,085 | not reported in the loaded dataset |
| Ri Laborers Health Fund | COMMON MEMBERSHIP | $53,045 | not reported in the loaded dataset |
| Union Labor Life Insurance Com | NONE | $43,613 | not reported in the loaded dataset |
| Administration Services, Inc. | NONE | $42,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $40,250 | not reported in the loaded dataset |
| Citizens Bank | NONE | $35,239 | not reported in the loaded dataset |
| Corrente Law Office | NONE | $26,000 | not reported in the loaded dataset |
| Ward Fisher & Company | NONE | $23,800 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $22,587 | not reported in the loaded dataset |