Construction Industry Laborers Supplemental Medica And Retiree Targeted Fund — Form 5500 plan (Trustees Of Construction Industry Laborers Smart 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, Construction Industry Laborers Supplemental Medica And Retiree Targeted Fund is a benefit plan reported by Trustees Of Construction Industry Laborers Smart Fund under EIN 47-1182916 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,792 participants and $33,227,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Construction Industry Laborers Smart Fund
- EIN
- 47-1182916
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 6,792
- End-of-year plan assets
- $33,227,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,792 | H, C | 20241015180132NAL0050800944004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,227,556
- Total liabilities (EOY)
- $23,136
- Net assets (EOY)
- $33,204,420
- Net assets (BOY)
- $24,058,186
Income & contributions
- Employer contributions
- $5,820,213
- Total contributions
- $5,820,213
- Total income / additions
- $9,807,174
Expenses & distributions
- Benefits paid
- $404,711
- Administrative expenses
- $256,229
- Total expenses
- $660,940
- Net increase / (decrease)
- $9,146,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $71,760 | not reported in the loaded dataset | 2023 |
| Marquette Associates | INVESTMENT MANAGER | $60,698 | not reported in the loaded dataset | 2023 |
| Commerce Trust Company | INVESTMENT MANAGER | $52,496 | not reported in the loaded dataset | 2023 |
| Arnold Newbold Sollars & Hollins Pc | NONE | $37,235 | not reported in the loaded dataset | 2023 |
| Rubinbrown Llp | FUND AUDITOR | $16,500 | $0 | 2023 |
| Segal Select Insurance Services | INSURANCE PROVIDER | $11,693 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Construction Industry Laborers Smart Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Wilson-Mcshane Corporation — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Commerce Trust Company — Schedule C compensation
- Arnold Newbold Sollars & Hollins Pc — Schedule C compensation
- Rubinbrown Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation