2023 Form 5500 filing — Southwestern Illinois Laborers 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 20250228160917NAL0001408225002) for Southwestern Illinois Laborers Annuity Fund, reported by Board Of Trustees Of Southwestern Illinois Laborers Annuity Fund under EIN 37-1221230 and plan number 001. It reports 2,159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228160917NAL0001408225002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Southwestern Illinois Laborers Annuity Fund
- EIN
- 37-1221230
- Plan number
- 001
- Location
- Belleville, IL
- Participants
- 2,159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,407,785
- Total liabilities (EOY)
- $4,762
- Net assets (EOY)
- $82,403,023
- Employer contributions
- $5,225,694
- Total income / additions
- $12,219,290
- Benefits paid
- $6,398,718
- Administrative expenses
- $302,794
- Total expenses
- $6,701,512
- Net increase / (decrease)
- $5,517,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Huntleigh Securities Corp | NONE | $35,650 | not reported in the loaded dataset |
| Nuveen Fund Investors, LLC | NONE | $33,295 | not reported in the loaded dataset |
| Marquette Assoc | NONE | $30,000 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $28,532 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $14,900 | not reported in the loaded dataset |
| Central Laborers Pension | NONE | $10,746 | not reported in the loaded dataset |
| Systems Design Associates | NONE | $10,481 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $9,612 | not reported in the loaded dataset |
| The Segal Company | NONE | $7,500 | not reported in the loaded dataset |
| Cavanagh & O'Hara | NONE | $6,000 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | NONE | $0 | $0 |