2023 Form 5500 filing — Laborers Local 754 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 20250411180526NAL0023695617002) for Laborers Local 754 Pension Plan, reported by Trustees Of Laborers Local 754 Pension Plan under EIN 13-1895922 and plan number 002. It reports 554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$75.4MReported net assets$75,382,520
Participants554
Provider compensation$546.4K13 Schedule C row(s)$546,401
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250411180526NAL0023695617002
Plan sponsor
Trustees Of Laborers Local 754 Pension Plan
EIN
13-1895922
Plan number
002
Location
Chestnut Ridge, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$75.8M total assets
Net assets$75.4MLiabilities$407K
Money in vs. money out
Total income / additions$12.6M
Total expenses$5.8M
Benefits paid / distributions$5.1M
Contributions
Employer$4.8M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$75,789,522
Total liabilities (EOY)
$407,002
Net assets (EOY)
$75,382,520
Employer contributions
$4,790,840
Total income / additions
$12,626,276
Benefits paid
$5,114,961
Administrative expenses
$701,993
Total expenses
$5,816,954
Net increase / (decrease)
$6,809,322

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Realty AdvisorsNONE$90,536not reported in the loaded dataset
Rbc Global Asset Management, Inc.NONE$67,288not reported in the loaded dataset
Investment Performance Services IncNONE$55,540$0
Wedge Capital Management LlpNONE$48,250$0
M&T Bank Institutional ServicesNONE$41,667$0
Bridgeway Benefit TechnologiesNONE$37,892not reported in the loaded dataset
O'Sullivan AssociatesNONE$36,450not reported in the loaded dataset
Segall Bryant & HammillNONE$35,449$0
Vincenza QuinlanEMPLOYEE$33,296not reported in the loaded dataset
Amalgamated Bank Of ChicagoNONE$32,208not reported in the loaded dataset
MspcNONE$31,685not reported in the loaded dataset
Holm & O'HaraNONE$27,236not reported in the loaded dataset
Hess Technology ConsultingNONE$8,904not reported in the loaded dataset

Related Form 5500 pages