2023 Form 5500 filing — Laborers Pension 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 20250314152841NAL0011926451001) for Laborers Pension Trust Fund For Northern California, reported by Board Of Trustees Laborers Pension Trust Fund For Northern California under EIN 94-6277608 and plan number 001. It reports 43,881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314152841NAL0011926451001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Laborers Pension Trust Fund For Northern California
- EIN
- 94-6277608
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 43,881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,946,711,401
- Total liabilities (EOY)
- $11,318,691
- Net assets (EOY)
- $4,935,392,710
- Employer contributions
- $353,722,209
- Total income / additions
- $685,284,731
- Benefits paid
- $225,545,539
- Administrative expenses
- $16,607,006
- Total expenses
- $242,152,545
- Net increase / (decrease)
- $443,132,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laborers Fund Administration | COMMON BOARD MEMBERS | $8,930,320 | not reported in the loaded dataset |
| Tda Investment Group | NONE | $1,322,328 | $0 |
| Meketa Fiduciary Management | NONE | $1,028,333 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $632,843 | $0 |
| Us Bank | NONE | $444,881 | $0 |
| Mackay Shields LLC | NONE | $0 | $311,409 |
| White Deer Management, LLC | NONE | $0 | $305,820 |
| Withumsmith+Brown, Pc | NONE | $218,852 | not reported in the loaded dataset |
| The Segal Company | NONE | $211,897 | not reported in the loaded dataset |
| Final Option Corp. | NONE | $176,503 | not reported in the loaded dataset |
| Bullivant Houser Bailey Pc | NONE | $151,436 | not reported in the loaded dataset |
| Cbre | NONE | $121,447 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $119,482 | not reported in the loaded dataset |
| 16 Points LLC | NONE | $0 | $61,219 |
| Heffernan Insurance Brokers | NONE | $0 | $28,779 |
| Covius Document Services | NONE | $20,000 | not reported in the loaded dataset |
| Hamilton Ricci & Associates, Inc. | NONE | $17,688 | not reported in the loaded dataset |