2023 Form 5500 filing — Laborers Local No. 130 Health And Welfare 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 20250215142457NAL0025833281002) for Laborers Local No. 130 Health And Welfare Fund, reported by Trustees Of Laborers Local 130 Health & Welfare Fund under EIN 23-6408433 and plan number 501. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250215142457NAL0025833281002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Laborers Local 130 Health & Welfare Fund
- EIN
- 23-6408433
- Plan number
- 501
- Location
- Scranton, PA
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,454,988
- Total liabilities (EOY)
- $1,336
- Net assets (EOY)
- $1,453,652
- Employer contributions
- $863,014
- Participant contributions
- $31,962
- Total income / additions
- $978,614
- Benefits paid
- $691,021
- Administrative expenses
- $92,033
- Total expenses
- $783,054
- Net increase / (decrease)
- $195,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lawrence C Musgrove Associates | NONE | $36,240 | not reported in the loaded dataset |
| Alan Ross & Company, Pc | NONE | $15,945 | not reported in the loaded dataset |
| Odonoghue & Odonoghue | NONE | $14,281 | not reported in the loaded dataset |
| Boltton Retirement | NONE | $7,500 | not reported in the loaded dataset |
| Rae Consulting | NONE | $6,000 | not reported in the loaded dataset |
| Captrust Finanical Advisors | NONE | $5,754 | not reported in the loaded dataset |
| Charles Schwab & Company, Inc | NONE | $0 | $0 |