Laborers' District Council Building & Construction Health & Welfare Fund — Form 5500 plan (Laborers' District Council Building & Construction Health & Welfare Fu)

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' District Council Building & Construction Health & Welfare Fund is a benefit plan reported by Laborers' District Council Building & Construction Health & Welfare Fu under EIN 23-1575634 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,350 participants and $196,092,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Laborers' District Council Building & Construction Health & Welfare Fu
EIN
23-1575634
Plan number
501
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
2,350
End-of-year plan assets
$196,092,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,350H, C20250217233616NAL0002387729002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$196,092,236
Total liabilities (EOY)
$6,468,465
Net assets (EOY)
$189,623,771
Net assets (BOY)
$172,763,863

Income & contributions

Employer contributions
$29,353,979
Total contributions
$29,442,340
Total income / additions
$45,871,695

Expenses & distributions

Benefits paid
$24,120,536
Administrative expenses
$4,891,251
Total expenses
$29,011,787
Net increase / (decrease)
$16,859,908

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Keystone Health Plan EastNONE$1,333,420not reported in the loaded dataset2023
Boyd Watterson Asset Management LLCNONE$311,085not reported in the loaded dataset2023
Perry N. Blackman, CpaNONE$206,382not reported in the loaded dataset2023
Chartwell InvestmentsNONE$161,685not reported in the loaded dataset2023
Fred Alger Management, LLCNONE$118,674not reported in the loaded dataset2023
Wedge Capital ManagementNONE$79,687not reported in the loaded dataset2023
Bridgeway Benefit Technologies LLCNONE$67,762not reported in the loaded dataset2023
Mitchell & Titus LlpNONE$66,159not reported in the loaded dataset2023
Fidelio InsuranceNONE$61,703not reported in the loaded dataset2023
Cleary Josem & TrigianiNONE$61,486not reported in the loaded dataset2023
Allied TradesNONE$60,508not reported in the loaded dataset2023
AlicareNONE$58,199not reported in the loaded dataset2023
Loop Capital Asset Managementnot reported in the loaded dataset$55,234not reported in the loaded dataset2023
Rae Group LLCNONE$43,200not reported in the loaded dataset2023
Alan ParhamEMPLOYEE$42,782not reported in the loaded dataset2023
Investment Performance ServicesNONE$40,000not reported in the loaded dataset2023
Smith Edwards DunlapNONE$39,956not reported in the loaded dataset2023
Susanin Widman & Brennan PcNONE$36,727not reported in the loaded dataset2023
Antionette HynsonEMPLOYEE$36,205not reported in the loaded dataset2023
Segal Consultingnot reported in the loaded dataset$36,004not reported in the loaded dataset2023
Kevin GaleEMPLOYEE$31,086not reported in the loaded dataset2023
Iron Mountain Recordsnot reported in the loaded dataset$29,617$02023
Express ScriptsNONE$29,601not reported in the loaded dataset2023
AmerihealthNONE$28,112not reported in the loaded dataset2023
Sibley RobinsonEMPLOYEE$27,747not reported in the loaded dataset2023
Martina MadisonEMPLOYEE$27,582not reported in the loaded dataset2023
Granite Run Technology Solutions LlNONE$17,869not reported in the loaded dataset2023
Pnc BankNONE$17,116$02023
Robert Half Internationalnot reported in the loaded dataset$12,495$02023
Paychex IncNONE$8,412not reported in the loaded dataset2023
Swartz Campbell LLCNONE$6,513not reported in the loaded dataset2023
Independence Blue CrossNONE$5,041not reported in the loaded dataset2023

Related Form 5500 pages