2023 Form 5500 filing — Laborers Union Local No. 1174 Annuity 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 20250215142457NAL0025833281004) for Laborers Union Local No. 1174 Annuity Fund, reported by Laborers Union Local No. 1174 Annuity Fund under EIN 25-6709152 and plan number 002. It reports 912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250215142457NAL0025833281004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers Union Local No. 1174 Annuity Fund
- EIN
- 25-6709152
- Plan number
- 002
- Location
- Harrisburg, PA
- Participants
- 912
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,656,842
- Total liabilities (EOY)
- $21,564
- Net assets (EOY)
- $26,635,278
- Employer contributions
- $1,638,104
- Total income / additions
- $4,354,912
- Benefits paid
- $2,170,312
- Administrative expenses
- $215,544
- Total expenses
- $2,385,856
- Net increase / (decrease)
- $1,969,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hand Benefits & Trust Company | NONE | $74,115 | $0 |
| 90 Degree Benefits | NONE | $56,754 | not reported in the loaded dataset |
| Cap Financial Partners LLC | NONE | $45,533 | not reported in the loaded dataset |
| O'Donoghue & O'Donooghue | NONE | $23,338 | not reported in the loaded dataset |
| Alan Ross & Company Pc | NONE | $8,500 | not reported in the loaded dataset |