Upper Ohio Valley Laborers Security Fund — Form 5500 plan (Upper Ohio Valley Laborers Security 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, Upper Ohio Valley Laborers Security Fund is a benefit plan reported by Upper Ohio Valley Laborers Security Fund under EIN 34-1955554 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $9,069,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upper Ohio Valley Laborers Security Fund
- EIN
- 34-1955554
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 836
- End-of-year plan assets
- $9,069,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 836 | H, C | 20250408134508NAL0010015859006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,069,193
- Total liabilities (EOY)
- $8,287
- Net assets (EOY)
- $9,060,906
- Net assets (BOY)
- $8,169,087
Income & contributions
- Employer contributions
- $700,229
- Total contributions
- $700,229
- Total income / additions
- $1,735,161
Expenses & distributions
- Benefits paid
- $644,286
- Administrative expenses
- $199,056
- Total expenses
- $843,342
- Net increase / (decrease)
- $891,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Trust Company | CONTRACT ADMINISTRATOR | $53,578 | $0 | 2023 |
| Cerity Partners Retirement Svcs | INVESTMENT CONSULTANT | $24,000 | not reported in the loaded dataset | 2023 |
| Cw Breitsman Associates LLC | THIRD PARTY ADMINISTRATOR | $22,211 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $15,840 | not reported in the loaded dataset | 2023 |
| Macala & Piatt, LLC | ATTORNEY | $13,458 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Upper Ohio Valley Laborers Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Principal Trust Company — Schedule C compensation
- Cerity Partners Retirement Svcs — Schedule C compensation
- Cw Breitsman Associates LLC — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation
- Macala & Piatt, LLC — Schedule C compensation