Building Laborers Local 310 Annuity Fund — Form 5500 plan (Blding Laborers Local 310 Annuity)

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, Building Laborers Local 310 Annuity Fund is a benefit plan reported by Blding Laborers Local 310 Annuity under EIN 34-1800561 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,048 participants and $122,054,697 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$122.1MPlan net assets, end of year$122,054,697
Participants3KCovered participants reported3,048
Assets / participant$40KComputed: assets ÷ participants$40,044 (computed)
Provider compensation$148.2K4 Schedule C provider row(s)$148,235
Plan sponsor
Blding Laborers Local 310 Annuity
EIN
34-1800561
Plan number
002
Plan type
1
Location
Cleveland, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,048H, C20250208094506NAL0025759600001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$122.1M total assets
Net assets$122.1MLiabilities
Money in vs. money out
Total income / additions$15.7M
Total expenses$9.4M
Benefits paid / distributions$9.3M
Contributions
Employer$5.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$122,054,697
Net assets (EOY)
$122,054,697
Net assets (BOY)
$115,754,419

Income & contributions

Employer contributions
$5,879,731
Total contributions
$5,879,731
Total income / additions
$15,749,075

Expenses & distributions

Benefits paid
$9,268,074
Administrative expenses
$180,723
Total expenses
$9,448,797
Net increase / (decrease)
$6,300,278
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Local 310 Fringe Benefit FundsCOLLECTION FUND$78,521not reported in the loaded dataset2023
Comerica BankINVESTMENT MANAGER$32,814not reported in the loaded dataset2023
Segal Marco AdvisorsINVESTMENT CONSULTANT$20,000not reported in the loaded dataset2023
Yurchyk & Davis Cpa'S, Inc.AUDITOR$16,900not reported in the loaded dataset2023

Related Form 5500 pages