2023 Form 5500 filing — Laborers' Int'L Union Of Na Local 1822 Pension Fun
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 20241014120502NAL0013247795001) for Laborers' Int'L Union Of Na Local 1822 Pension Fun, reported by Trustees Of Laborers Int'L Union Of Na Local Union No. 1822 Pension Fu under EIN 16-6147773 and plan number 001. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120502NAL0013247795001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Laborers Int'L Union Of Na Local Union No. 1822 Pension Fu
- EIN
- 16-6147773
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,767,504
- Total liabilities (EOY)
- $117,198
- Net assets (EOY)
- $19,650,306
- Employer contributions
- $1,936,740
- Total income / additions
- $4,082,748
- Benefits paid
- $3,571,477
- Administrative expenses
- $391,063
- Total expenses
- $3,962,540
- Net increase / (decrease)
- $120,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osullivan Associates Inc | NONE | $69,919 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $58,095 | $0 |
| Blitman & King | NONE | $53,131 | not reported in the loaded dataset |
| Darcangelo & Co., Llp | NONE | $21,400 | not reported in the loaded dataset |
| Nwq Investment Management Company | NONE | $10,211 | $0 |
| Joseph W. Mccarthy & Associates | NONE | $9,430 | not reported in the loaded dataset |