Laborers Local No. 130 Health And Welfare Fund — Form 5500 plan (Trustees Of Laborers Local 130 Health & Welfare 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. 130 Health And Welfare Fund is a benefit plan reported by Trustees Of Laborers Local 130 Health & Welfare Fund under EIN 23-6408433 and plan number 501. The latest loaded filing year is 2023. The filing reports 302 participants and $1,454,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Laborers Local 130 Health & Welfare Fund
- EIN
- 23-6408433
- Plan number
- 501
- Plan type
- 1
- Location
- Scranton, PA
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $1,454,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20250215142457NAL0025833281002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,454,988
- Total liabilities (EOY)
- $1,336
- Net assets (EOY)
- $1,453,652
- Net assets (BOY)
- $1,258,092
Income & contributions
- Employer contributions
- $863,014
- Participant contributions
- $31,962
- Total contributions
- $894,976
- Total income / additions
- $978,614
Expenses & distributions
- Benefits paid
- $691,021
- Administrative expenses
- $92,033
- Total expenses
- $783,054
- Net increase / (decrease)
- $195,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lawrence C Musgrove Associates | NONE | $36,240 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $15,945 | not reported in the loaded dataset | 2023 |
| Odonoghue & Odonoghue | NONE | $14,281 | not reported in the loaded dataset | 2023 |
| Boltton Retirement | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Rae Consulting | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Captrust Finanical Advisors | NONE | $5,754 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Company, Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Laborers Local 130 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Lawrence C Musgrove Associates — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation
- Odonoghue & Odonoghue — Schedule C compensation
- Boltton Retirement — Schedule C compensation
- Rae Consulting — Schedule C compensation
- Captrust Finanical Advisors — Schedule C compensation
- Charles Schwab & Company, Inc — Schedule C compensation