2023 Form 5500 filing — Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United
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 20241015101952NAL0055550754001) for Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United, reported by Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re under EIN 13-5521921 and plan number 001. It reports 9,644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101952NAL0055550754001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re
- EIN
- 13-5521921
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 9,644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,198,000
- Total liabilities (EOY)
- $450,107
- Net assets (EOY)
- $185,747,893
- Employer contributions
- $1,961,277
- Total income / additions
- $22,967,011
- Benefits paid
- $9,640,971
- Administrative expenses
- $1,651,532
- Total expenses
- $11,292,503
- Net increase / (decrease)
- $11,674,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Empoyee Benefits Admini | RELATED PARTY | $473,841 | not reported in the loaded dataset |
| Schulte Roth & Zabel Llp | NONE | $259,250 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $104,925 | $0 |
| Lsv Asset Management | NONE | $95,638 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $89,152 | not reported in the loaded dataset |
| Andco Consulting LLC | NONE | $85,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $47,000 | not reported in the loaded dataset |
| Hardman Johnston Global Advisor | NONE | $38,412 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $37,301 |
| Hamilton Lane Advisors LLC | NONE | $0 | $33,048 |
| Landmark Equity Advisers LLC | NONE | $0 | $23,713 |
| Ss&C Technologies | NONE | $0 | $20,606 |
| Crystal Ibc LLC | NONE | $0 | $11,234 |
| Aligraphics, A Division Of Aeba | NONE | $10,934 | not reported in the loaded dataset |
| Laundry Dry Cleaning Health Fund | RELATED PARTY | $9,133 | not reported in the loaded dataset |