2023 Form 5500 filing — Laborers' International Union Of North America Local Union Number 130, 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 20250306064955NAL0006090675001) for Laborers' International Union Of North America Local Union Number 130, Annuity Fund, reported by Board Of Trustees Of Local Union Number 130, Annuity Fund under EIN 23-7062537 and plan number 001. It reports 1,563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306064955NAL0006090675001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local Union Number 130, Annuity Fund
- EIN
- 23-7062537
- Plan number
- 001
- Location
- Scranton, PA
- Participants
- 1,563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,056,941
- Total liabilities (EOY)
- $68,363
- Net assets (EOY)
- $13,988,578
- Employer contributions
- $241,304
- Total income / additions
- $1,905,416
- Benefits paid
- $1,780,576
- Administrative expenses
- $225,069
- Total expenses
- $2,005,645
- Net increase / (decrease)
- -$100,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Trust Company, LLC | NONE | $109,272 | $0 |
| Lawrence C. Musgrove Associates | NONE | $43,078 | not reported in the loaded dataset |
| Captrust Financial Advisors | NONE | $32,857 | not reported in the loaded dataset |
| Alan Ross & Company Pc | NONE | $15,645 | not reported in the loaded dataset |
| Odonoghue & Odonoghue | NONE | $8,844 | not reported in the loaded dataset |