2023 Form 5500 filing — Laborers Pension 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 20250715221510NAL0003977120001) for Laborers Pension Fund, reported by Board Of Trustees Laborers Pension Fund under EIN 54-6111015 and plan number 001. It reports 746 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715221510NAL0003977120001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Laborers Pension Fund
- EIN
- 54-6111015
- Plan number
- 001
- Location
- Salem, VA
- Participants
- 746
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,756,307
- Total liabilities (EOY)
- $32,977
- Net assets (EOY)
- $64,723,330
- Employer contributions
- $9,464,828
- Total income / additions
- $19,903,572
- Benefits paid
- $709,163
- Administrative expenses
- $435,912
- Total expenses
- $1,145,075
- Net increase / (decrease)
- $18,758,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier | INVESTMENT MANAGEMENT | $81,670 | not reported in the loaded dataset |
| Lawrence C. Musgrove Assoc., Inc. | ADMINISTRATOR | $56,700 | not reported in the loaded dataset |
| Bha Consulting, LLC | ACTUARY | $51,896 | not reported in the loaded dataset |
| United Bank | INVESTMENT MANAGER | $31,037 | not reported in the loaded dataset |
| Seizert Capital Partners | INVESTMENT MANAGER | $30,365 | not reported in the loaded dataset |
| C.S. Mckee, L.P. | INVESTMENT MANAGER | $27,341 | not reported in the loaded dataset |
| New Tower Trust Company | INVESTMENTS | $25,905 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | ATTORNEY | $25,065 | not reported in the loaded dataset |
| Standard Valuations, Inc. | INVESTMENT ADVISOR | $23,500 | not reported in the loaded dataset |
| Anderson & Reed, Llp | AUDITOR | $14,200 | not reported in the loaded dataset |
| Huntington Bank | INVESTMENT CUSTODIAN | $8,021 | not reported in the loaded dataset |
| Lapadula, Carlson & Co., Cpa'S | PAYROLL AUDITOR | $6,322 | not reported in the loaded dataset |