Wisconsin Laborers' Pension Fund — Form 5500 plan (Trustees Of Wisconsin Laborers' 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, Wisconsin Laborers' Pension Fund is a benefit plan reported by Trustees Of Wisconsin Laborers' Pension Fund under EIN 39-6198530 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,991 participants and $1,058,271,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Wisconsin Laborers' Pension Fund
EIN
39-6198530
Plan number
001
Plan type
1
Location
Deforest, WI
Latest filing year
2023
Participants
10,991
End-of-year plan assets
$1,058,271,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,991H, C20250529120413NAL0007779489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,058,271,242
Total liabilities (EOY)
$814,816
Net assets (EOY)
$1,057,456,426
Net assets (BOY)
$948,964,530

Income & contributions

Employer contributions
$59,642,905
Total contributions
$59,642,905
Total income / additions
$177,322,005

Expenses & distributions

Benefits paid
$65,493,006
Administrative expenses
$3,337,103
Total expenses
$68,830,109
Net increase / (decrease)
$108,491,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bpa Of WisconsinNONE$423,976not reported in the loaded dataset2023
Loomis, Sayles & CoNONE$268,615not reported in the loaded dataset2023
Segall, Bryant & HamillNONE$190,385$02023
The Segal CompanyNONE$188,953not reported in the loaded dataset2023
Mellon Investments CorpNONE$168,277$02023
National Investment ServicesNONE$155,552$02023
Mesirow FinancialNONE$129,041not reported in the loaded dataset2023
Marquette Associates IncNONE$128,265not reported in the loaded dataset2023
Northern TrustNONE$120,295$02023
Sierra Investment PartnersNONE$103,623$02023
The Previant Law Firm, S.C.NONE$55,369not reported in the loaded dataset2023
Reinhart Boerner Van Deuren S.CNONE$49,577not reported in the loaded dataset2023
CcsapNONE$40,350not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$30,000not reported in the loaded dataset2023
Medical Review Institute Of AmericaNONE$6,802not reported in the loaded dataset2023

Related Form 5500 pages