Laborers District Council Health & Welfare Trust Fund No. 2 — Form 5500 plan (Board Of Trustees Of Laborers District Council Health & Welfare Trust)
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, Laborers District Council Health & Welfare Trust Fund No. 2 is a benefit plan reported by Board Of Trustees Of Laborers District Council Health & Welfare Trust under EIN 52-0228954 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,057 participants and $9,157,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Laborers District Council Health & Welfare Trust
- EIN
- 52-0228954
- Plan number
- 501
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 1,057
- End-of-year plan assets
- $9,157,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,057 | H, C | 20250715190502NAL0002565089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,157,117
- Total liabilities (EOY)
- $1,951,864
- Net assets (EOY)
- $7,205,253
- Net assets (BOY)
- $6,290,615
Income & contributions
- Employer contributions
- $10,788,070
- Participant contributions
- $22,977
- Total contributions
- $10,811,047
- Total income / additions
- $11,164,289
Expenses & distributions
- Benefits paid
- $9,632,267
- Administrative expenses
- $617,384
- Total expenses
- $10,249,651
- Net increase / (decrease)
- $914,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carday Associates, Inc. | NONE | $332,584 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $109,050 | not reported in the loaded dataset | 2023 |
| Slevin & Hart | NONE | $59,998 | not reported in the loaded dataset | 2023 |
| Dentagra Insurance Company | NONE | $45,406 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Dla Piper, Llp (Us) | NONE | $13,589 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $12,006 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $10,956 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Laborers District Council Health & Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Carday Associates, Inc. — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Slevin & Hart — Schedule C compensation
- Dentagra Insurance Company — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Dla Piper, Llp (Us) — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation