Laborers' Pension Fund Of Local Union No. 186 — Form 5500 plan (Board Of Trustees, Laborers' Pension Fund Of Local Union No. 186)
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' Pension Fund Of Local Union No. 186 is a benefit plan reported by Board Of Trustees, Laborers' Pension Fund Of Local Union No. 186 under EIN 14-6048883 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $45,915,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Laborers' Pension Fund Of Local Union No. 186
- EIN
- 14-6048883
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $45,915,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20241011131542NAL0038825888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,915,697
- Total liabilities (EOY)
- $161,903
- Net assets (EOY)
- $45,753,794
- Net assets (BOY)
- $45,189,889
Income & contributions
- Employer contributions
- $324,799
- Total contributions
- $324,799
- Total income / additions
- $3,128,735
Expenses & distributions
- Benefits paid
- $2,240,117
- Administrative expenses
- $324,713
- Total expenses
- $2,564,830
- Net increase / (decrease)
- $563,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slevin & Hart Pc | NONE | $44,174 | $20,350 | 2023 |
| Bolton Partners Northeast, Inc | 38132 | $38,132 | $18,848 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $49,500 | not reported in the loaded dataset | 2023 |
| Bonadio & Co, Llp | NONE | $45,750 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Insight Investment | NONE | $29,315 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Laborers' Pension Fund Of Local Union No. 186
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Slevin & Hart Pc — Schedule C compensation
- Bolton Partners Northeast, Inc — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Bonadio & Co, Llp — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Insight Investment — Schedule C compensation