Laborers' Local #157 Annuity Fund — Form 5500 plan (Laborers' Local #157 Annuity Fund)
Plain-English plan 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, Laborers' Local #157 Annuity Fund is a benefit plan reported by Laborers' Local #157 Annuity Fund under EIN 14-1728182 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,571 participants and $27,001,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers' Local #157 Annuity Fund
- EIN
- 14-1728182
- Plan number
- 001
- Plan type
- 1
- Location
- Schenectady, NY
- Latest filing year
- 2023
- Participants
- 1,571
- End-of-year plan assets
- $27,001,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,571 | H, C | 20250414183321NAL0004323490002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,001,475
- Total liabilities (EOY)
- $51,535
- Net assets (EOY)
- $26,949,940
- Net assets (BOY)
- $24,052,188
Income & contributions
- Employer contributions
- $2,641,453
- Total contributions
- $2,641,453
- Total income / additions
- $4,701,867
Expenses & distributions
- Benefits paid
- $1,555,071
- Administrative expenses
- $249,044
- Total expenses
- $1,804,115
- Net increase / (decrease)
- $2,897,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $73,351 | $0 | 2023 |
| Michael Brady | EMPLOYEE | $38,416 | not reported in the loaded dataset | 2023 |
| Teal Becker & Chiaramonte Cpas Pc | NONE | $20,650 | not reported in the loaded dataset | 2023 |
| Karpus Investment Management | NONE | $17,499 | not reported in the loaded dataset | 2023 |
| Joseph Mccarthy | NONE | $10,436 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $9,497 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $5,436 | not reported in the loaded dataset | 2023 |
| Ocio Monitor | NONE | $5,407 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers' Local #157 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Schenectady, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Michael Brady — Schedule C compensation
- Teal Becker & Chiaramonte Cpas Pc — Schedule C compensation
- Karpus Investment Management — Schedule C compensation
- Joseph Mccarthy — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Ocio Monitor — Schedule C compensation