2023 Form 5500 filing — Susquehanna Laborers Combined Pension 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 20250218135719NAL0003062113002) for Susquehanna Laborers Combined Pension Fund, reported by Trustees Of Susquehanna Laborers Combined Pension Fund under EIN 23-6429849 and plan number 001. It reports 1,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250218135719NAL0003062113002
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Susquehanna Laborers Combined Pension Fund
EIN
23-6429849
Plan number
001
Location
Plymouth Meeting, PA
Participants
1,232
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$56,642,776
Total liabilities (EOY)
$50,120
Net assets (EOY)
$56,592,656
Employer contributions
$1,496,834
Total income / additions
$7,325,925
Benefits paid
$5,169,906
Administrative expenses
$302,649
Total expenses
$5,472,555
Net increase / (decrease)
$1,853,370
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pfm AdvisorsNONE$116,697not reported in the loaded dataset
Healthcare Strategies IncNONE$76,400not reported in the loaded dataset
Conrad Siegal ActuariesNONE$33,785not reported in the loaded dataset
Novak Francella LLCNONE$20,877not reported in the loaded dataset
Domenic A BellisarioNONE$10,896not reported in the loaded dataset
Us Bank NaNONE$7,059$0

Related Form 5500 pages