Laborers' Local No. 17 Annuity Fund — Form 5500 plan (Laborers' International Union Of N.A. Local 17 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 No. 17 Annuity Fund is a benefit plan reported by Laborers' International Union Of N.A. Local 17 Annuity Fund under EIN 14-1825397 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,560 participants and $64,651,487 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Laborers' International Union Of N.A. Local 17 Annuity Fund
EIN
14-1825397
Plan number
002
Plan type
1
Location
Newburgh, NY
Latest filing year
2023
Participants
1,560
End-of-year plan assets
$64,651,487

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,560H, C20241015083829NAL0015997523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,651,487
Total liabilities (EOY)
$409,870
Net assets (EOY)
$64,241,617
Net assets (BOY)
$56,703,814

Income & contributions

Employer contributions
$4,485,582
Total contributions
$4,519,630
Total income / additions
$12,785,886

Expenses & distributions

Benefits paid
$4,982,703
Administrative expenses
$265,380
Total expenses
$5,248,083
Net increase / (decrease)
$7,537,803

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$93,534$02023

Related Form 5500 pages