2023 Form 5500 filing — Laborers Vacation-Holiday Trust Fund For Northern California
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 20250313190728NAL0013057283001) for Laborers Vacation-Holiday Trust Fund For Northern California, reported by Board Of Trustees Laborers Vacation Holiday Trust Fund For Nor Cal under EIN 94-6092198 and plan number 501. It reports 32,204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313190728NAL0013057283001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Laborers Vacation Holiday Trust Fund For Nor Cal
- EIN
- 94-6092198
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 32,204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,760,704
- Total liabilities (EOY)
- $48,240,952
- Net assets (EOY)
- $4,519,752
- Employer contributions
- $124,399,524
- Total income / additions
- $126,518,396
- Benefits paid
- $87,247,653
- Administrative expenses
- $35,895,798
- Total expenses
- $123,143,451
- Net increase / (decrease)
- $3,374,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laborers Fund Administration | NONE | $1,586,376 | not reported in the loaded dataset |
| Final Option Corp | NONE | $36,145 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $17,382 | not reported in the loaded dataset |
| Bullivant Houser Bailey Pc | NONE | $9,000 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $9,000 | not reported in the loaded dataset |