2023 Form 5500 filing — West Virginia Laborers Pension Trust 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 20250115152054NAL0012812579003) for West Virginia Laborers Pension Trust Fund, reported by West Virginia Laborers Pension Trust Fund under EIN 55-6026775 and plan number 001. It reports 6,719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115152054NAL0012812579003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- West Virginia Laborers Pension Trust Fund
- EIN
- 55-6026775
- Plan number
- 001
- Location
- Charleston, WV
- Participants
- 6,719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $555,630,528
- Total liabilities (EOY)
- $5,027,951
- Net assets (EOY)
- $550,602,577
- Employer contributions
- $22,105,828
- Total income / additions
- $83,120,714
- Benefits paid
- $28,081,404
- Administrative expenses
- $3,052,165
- Total expenses
- $31,133,569
- Net increase / (decrease)
- $51,987,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Seizert Capital Partners | INVESTMENT MANAGER | $262,338 | not reported in the loaded dataset |
| American Realty Advisors | INVESTMENT MANAGER | $229,962 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | INVESTMENT MANAGER | $210,195 | not reported in the loaded dataset |
| United Bank | CUSTODIAN | $157,100 | not reported in the loaded dataset |
| Sierra Investment Partners | INVESTMENT MANAGER | $103,592 | not reported in the loaded dataset |
| Cs Mckee & Co. | INVESTMENT MANAGER | $102,425 | not reported in the loaded dataset |
| Marsh & Mclennan Companies, Inc. | INSURANCE PROVIDER | $96,334 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | INVESTMENT MANAGER | $93,375 | not reported in the loaded dataset |
| Chartwell Investments | INVESTMENT MANAGER | $91,729 | not reported in the loaded dataset |
| Invesco National | INVESTMENT MANAGER | $60,156 | not reported in the loaded dataset |
| Steel Oaks Investment | INVESTMENT MANAGER | $55,530 | not reported in the loaded dataset |
| Standard Valuations | INVESTMENT VALUATION | $46,250 | not reported in the loaded dataset |
| Segal Company | ACTUARY | $44,491 | not reported in the loaded dataset |
| Meyer, Unkovich, Scott, Llp | LEGAL | $42,199 | not reported in the loaded dataset |
| Williams Law Office | LEGAL | $24,000 | not reported in the loaded dataset |
| Horton Group | ACTUARY | $21,250 | not reported in the loaded dataset |