Laborers Union Local No. 1174 Annuity Fund — Form 5500 plan (Laborers Union Local No. 1174 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 Union Local No. 1174 Annuity Fund is a benefit plan reported by Laborers Union Local No. 1174 Annuity Fund under EIN 25-6709152 and plan number 002. The latest loaded filing year is 2023. The filing reports 912 participants and $26,656,842 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers Union Local No. 1174 Annuity Fund
- EIN
- 25-6709152
- Plan number
- 002
- Plan type
- 1
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 912
- End-of-year plan assets
- $26,656,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 912 | H, C | 20250215142457NAL0025833281004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,656,842
- Total liabilities (EOY)
- $21,564
- Net assets (EOY)
- $26,635,278
- Net assets (BOY)
- $24,666,222
Income & contributions
- Employer contributions
- $1,638,104
- Total contributions
- $1,638,104
- Total income / additions
- $4,354,912
Expenses & distributions
- Benefits paid
- $2,170,312
- Administrative expenses
- $215,544
- Total expenses
- $2,385,856
- Net increase / (decrease)
- $1,969,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hand Benefits & Trust Company | NONE | $74,115 | $0 | 2023 |
| 90 Degree Benefits | NONE | $56,754 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners LLC | NONE | $45,533 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donooghue | NONE | $23,338 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company Pc | NONE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers Union Local No. 1174 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Hand Benefits & Trust Company — Schedule C compensation
- 90 Degree Benefits — Schedule C compensation
- Cap Financial Partners LLC — Schedule C compensation
- O'Donoghue & O'Donooghue — Schedule C compensation
- Alan Ross & Company Pc — Schedule C compensation