2023 Form 5500 filing — Upper Ohio Valley Laborers Security 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 20250408134508NAL0010015859006) for Upper Ohio Valley Laborers Security Fund, reported by Upper Ohio Valley Laborers Security Fund under EIN 34-1955554 and plan number 001. It reports 836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408134508NAL0010015859006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Upper Ohio Valley Laborers Security Fund
- EIN
- 34-1955554
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 836
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,069,193
- Total liabilities (EOY)
- $8,287
- Net assets (EOY)
- $9,060,906
- Employer contributions
- $700,229
- Total income / additions
- $1,735,161
- Benefits paid
- $644,286
- Administrative expenses
- $199,056
- Total expenses
- $843,342
- Net increase / (decrease)
- $891,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | CONTRACT ADMINISTRATOR | $53,578 | $0 |
| Cerity Partners Retirement Svcs | INVESTMENT CONSULTANT | $24,000 | not reported in the loaded dataset |
| Cw Breitsman Associates LLC | THIRD PARTY ADMINISTRATOR | $22,211 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $15,840 | not reported in the loaded dataset |
| Macala & Piatt, LLC | ATTORNEY | $13,458 | not reported in the loaded dataset |