Susquehanna Laborers Combined Pension Fund — Form 5500 plan (Trustees Of Susquehanna Laborers Combined Pension 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, Susquehanna Laborers Combined Pension Fund is a benefit plan reported by Trustees Of Susquehanna Laborers Combined Pension Fund under EIN 23-6429849 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,232 participants and $56,642,776 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Susquehanna Laborers Combined Pension Fund
EIN
23-6429849
Plan number
001
Plan type
1
Location
Plymouth Meeting, PA
Latest filing year
2023
Participants
1,232
End-of-year plan assets
$56,642,776

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,232H, C20250218135719NAL0003062113002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,642,776
Total liabilities (EOY)
$50,120
Net assets (EOY)
$56,592,656
Net assets (BOY)
$54,739,286

Income & contributions

Employer contributions
$1,496,834
Total contributions
$1,817,394
Total income / additions
$7,325,925

Expenses & distributions

Benefits paid
$5,169,906
Administrative expenses
$302,649
Total expenses
$5,472,555
Net increase / (decrease)
$1,853,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pfm AdvisorsNONE$116,697not reported in the loaded dataset2023
Healthcare Strategies IncNONE$76,400not reported in the loaded dataset2023
Conrad Siegal ActuariesNONE$33,785not reported in the loaded dataset2023
Novak Francella LLCNONE$20,877not reported in the loaded dataset2023
Domenic A BellisarioNONE$10,896not reported in the loaded dataset2023
Us Bank NaNONE$7,059$02023

Related Form 5500 pages