Local 199 Laborers International Union Of North America Annuity Plan — Form 5500 plan (Laborers Annuity Fund Local #199 Board Of Trustees)
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, Local 199 Laborers International Union Of North America Annuity Plan is a benefit plan reported by Laborers Annuity Fund Local #199 Board Of Trustees under EIN 51-6168953 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,039 participants and $7,865,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers Annuity Fund Local #199 Board Of Trustees
- EIN
- 51-6168953
- Plan number
- 002
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 2,039
- End-of-year plan assets
- $7,865,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,039 | H, C | 20250214165105NAL0025067873003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,865,483
- Total liabilities (EOY)
- $88,750
- Net assets (EOY)
- $7,776,733
- Net assets (BOY)
- $6,993,800
Income & contributions
- Employer contributions
- $1,047,143
- Total contributions
- $1,047,143
- Total income / additions
- $1,885,027
Expenses & distributions
- Benefits paid
- $927,391
- Administrative expenses
- $174,703
- Total expenses
- $1,102,094
- Net increase / (decrease)
- $782,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services, Inc. | NONE | $68,369 | not reported in the loaded dataset | 2023 |
| Stacey Braun Assoc. | NONE | $23,135 | $0 | 2023 |
| Belfint, Lyons & Shuman | NONE | $21,724 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $17,367 | not reported in the loaded dataset | 2023 |
| Young Conaway Stargatt & Taylor Llp | NONE | $12,366 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $8,865 | $0 | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $5,251 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers Annuity Fund Local #199 Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Central Data Services, Inc. — Schedule C compensation
- Stacey Braun Assoc. — Schedule C compensation
- Belfint, Lyons & Shuman — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Young Conaway Stargatt & Taylor Llp — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation