2023 Form 5500 filing — Construction Industry Laborers Supplemental Medica And Retiree Targeted 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 20241015180132NAL0050800944004) for Construction Industry Laborers Supplemental Medica And Retiree Targeted Fund, reported by Trustees Of Construction Industry Laborers Smart Fund under EIN 47-1182916 and plan number 001. It reports 6,792 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180132NAL0050800944004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Construction Industry Laborers Smart Fund
- EIN
- 47-1182916
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 6,792
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,227,556
- Total liabilities (EOY)
- $23,136
- Net assets (EOY)
- $33,204,420
- Employer contributions
- $5,820,213
- Total income / additions
- $9,807,174
- Benefits paid
- $404,711
- Administrative expenses
- $256,229
- Total expenses
- $660,940
- Net increase / (decrease)
- $9,146,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $71,760 | not reported in the loaded dataset |
| Marquette Associates | INVESTMENT MANAGER | $60,698 | not reported in the loaded dataset |
| Commerce Trust Company | INVESTMENT MANAGER | $52,496 | not reported in the loaded dataset |
| Arnold Newbold Sollars & Hollins Pc | NONE | $37,235 | not reported in the loaded dataset |
| Rubinbrown Llp | FUND AUDITOR | $16,500 | $0 |
| Segal Select Insurance Services | INSURANCE PROVIDER | $11,693 | $0 |