2023 Form 5500 filing — Laborers District Council Pension And Disability Trust Fund No. 2
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 20241015181153NAL0017023251005) for Laborers District Council Pension And Disability Trust Fund No. 2, reported by Laborers District Council Pension And Disability Trust Fund No. 2 under EIN 52-0749130 and plan number 001. It reports 3,745 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181153NAL0017023251005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers District Council Pension And Disability Trust Fund No. 2
- EIN
- 52-0749130
- Plan number
- 001
- Location
- Columbia, MD
- Participants
- 3,745
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,371,870
- Total liabilities (EOY)
- $214,640
- Net assets (EOY)
- $137,157,230
- Employer contributions
- $10,351,574
- Total income / additions
- $17,304,350
- Benefits paid
- $12,286,713
- Administrative expenses
- $2,321,582
- Total expenses
- $14,608,295
- Net increase / (decrease)
- $2,696,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carday Associates | NONE | $329,474 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $251,487 | $0 |
| Dla Piper Llp | NONE | $213,337 | not reported in the loaded dataset |
| Slevin & Hart Pc | NONE | $147,292 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $138,259 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $110,772 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $106,655 | not reported in the loaded dataset |
| The Segal Company | NONE | $104,211 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $103,750 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $45,125 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $38,138 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $32,699 | not reported in the loaded dataset |
| Platform, Cpas | NONE | $25,509 | not reported in the loaded dataset |