2023 Form 5500 filing — Central Laborers Annuity 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 20250627161723NAL0023177874001) for Central Laborers Annuity Plan, reported by Board Of Trustees Of Central Laborers Annuity Plan under EIN 37-6052379 and plan number 002. It reports 21,733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250627161723NAL0023177874001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Central Laborers Annuity Plan
- EIN
- 37-6052379
- Plan number
- 002
- Location
- Jacksonville, IL
- Participants
- 21,733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $311,398,780
- Total liabilities (EOY)
- $322,527
- Net assets (EOY)
- $311,076,253
- Employer contributions
- $43,244,307
- Participant contributions
- $69,251
- Total income / additions
- $67,173,676
- Benefits paid
- $19,080,763
- Administrative expenses
- $1,783,179
- Total expenses
- $20,863,942
- Net increase / (decrease)
- $46,309,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Laborers Pension Fund | RELATED PARTY | $773,022 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc | NONE | $431,028 | not reported in the loaded dataset |
| Principal Enhanced Property Fund | NONE | $138,944 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $85,749 | not reported in the loaded dataset |
| Shelton Capital Management | NONE | $24,786 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $22,575 | not reported in the loaded dataset |
| Marquette & Associates | NONE | $0 | $15,167 |
| U.S. Bank National Association | NONE | $12,059 | $0 |
| Segal Select Insurance | NONE | $0 | $9,823 |
| Cavanagh & O'Hara Llp | NONE | $6,498 | not reported in the loaded dataset |