2023 Form 5500 filing — Laborers Local 57 Industrial Pension Plan
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 20250409154813NAL0030858048001) for Laborers Local 57 Industrial Pension Plan, reported by Trustees Of Laborers Local 57 Industrial Pension under EIN 23-1627410 and plan number 003. It reports 4,115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409154813NAL0030858048001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Laborers Local 57 Industrial Pension
- EIN
- 23-1627410
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 4,115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $317,854,853
- Total liabilities (EOY)
- $524,750
- Net assets (EOY)
- $317,330,103
- Employer contributions
- $13,038,314
- Total income / additions
- $46,092,900
- Benefits paid
- $21,202,856
- Administrative expenses
- $2,791,953
- Total expenses
- $23,994,809
- Net increase / (decrease)
- $22,098,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intercontinental Real Estate Corp. | NONE | $261,274 | not reported in the loaded dataset |
| Fred Alger Management, Inc. | NONE | $258,337 | $0 |
| Wedge Capital Management LLC | NONE | $219,343 | $0 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $211,914 |
| Robert Mcginn | EMPLOYEE | $193,166 | not reported in the loaded dataset |
| Kimberly Furey | EMPLOYEE | $174,178 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $166,531 | not reported in the loaded dataset |
| Loomis, Sayles & Company Lp | NONE | $142,036 | $0 |
| Boyd Waterson | NONE | $138,708 | not reported in the loaded dataset |
| Victory Capital Management LLC | NONE | $136,693 | $0 |
| Investment Performance Services LLC | NONE | $132,500 | not reported in the loaded dataset |
| Isabella Aponte | NONE | $128,526 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $111,667 | $0 |
| Neisha Acevedo | EMPLOYEE | $86,546 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $0 | $77,212 |
| Novak Francella LLC | NONE | $71,250 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $71,126 | not reported in the loaded dataset |
| Rae Group LLC | NONE | $70,013 | not reported in the loaded dataset |
| Asb Capital Managment LLC | NONE | $41,316 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $41,315 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $34,621 | not reported in the loaded dataset |
| O'Brien, Belland & Bushinsky | NONE | $30,000 | not reported in the loaded dataset |
| Cohen, Seglias, Pallas Et Al | NONE | $30,000 | not reported in the loaded dataset |
| Ronald Johnson | EMPLOYEE | $26,500 | not reported in the loaded dataset |
| Pnc Bank | NONE | $14,515 | $0 |
| Spina & Company LLC | NONE | $13,225 | not reported in the loaded dataset |