2023 Form 5500 filing — Laborers Local Union No. 158 Health And Welfare 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 20241015073521NAL0014200019001) for Laborers Local Union No. 158 Health And Welfare Plan, reported by Laborers Local Union No. 158 Health And Welfare Fund under EIN 23-1608209 and plan number 501. It reports 755 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073521NAL0014200019001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers Local Union No. 158 Health And Welfare Fund
- EIN
- 23-1608209
- Plan number
- 501
- Location
- Harrisburg, PA
- Participants
- 755
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,030,726
- Total liabilities (EOY)
- $604,003
- Net assets (EOY)
- $62,426,723
- Employer contributions
- $15,431,382
- Participant contributions
- $41,141
- Total income / additions
- $18,265,730
- Benefits paid
- $11,056,707
- Administrative expenses
- $1,145,406
- Total expenses
- $12,202,113
- Net increase / (decrease)
- $6,063,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Advantage Assurance Company | NONE | $331,947 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $115,775 | not reported in the loaded dataset |
| Laborers Local Union No. 158 H&W Fd | PLAN ADMIN. | $105,460 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $101,646 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $51,631 | not reported in the loaded dataset |
| Conrad Siegel Actuaries | NONE | $46,205 | not reported in the loaded dataset |
| Ellin & Tucker, Chartered | NONE | $41,000 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $34,605 | not reported in the loaded dataset |
| Ips Group Inc | NONE | $32,500 | $0 |
| Schreckengaust, Young & Associates | NONE | $21,029 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $14,716 | not reported in the loaded dataset |
| Express Scripts Inc | NONE | $13,559 | not reported in the loaded dataset |
| Innovative Software Solutions | NONE | $12,685 | not reported in the loaded dataset |
| Buchanan Ingersoll & Rooney Pc | NONE | $9,569 | not reported in the loaded dataset |
| Delta Dental | NONE | $5,138 | not reported in the loaded dataset |