Laborers District Council Pension And Disability Trust Fund No. 2 — Form 5500 plan (Laborers District Council Pension And Disability Trust Fund No. 2)

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 Pension And Disability Trust Fund No. 2 is a benefit plan reported by Laborers District Council Pension And Disability Trust Fund No. 2 under EIN 52-0749130 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,745 participants and $137,371,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Laborers District Council Pension And Disability Trust Fund No. 2
EIN
52-0749130
Plan number
001
Plan type
1
Location
Columbia, MD
Latest filing year
2023
Participants
3,745
End-of-year plan assets
$137,371,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,745H, C20241015181153NAL0017023251005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,371,870
Total liabilities (EOY)
$214,640
Net assets (EOY)
$137,157,230
Net assets (BOY)
$134,461,175

Income & contributions

Employer contributions
$10,351,574
Total contributions
$10,351,574
Total income / additions
$17,304,350

Expenses & distributions

Benefits paid
$12,286,713
Administrative expenses
$2,321,582
Total expenses
$14,608,295
Net increase / (decrease)
$2,696,055

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Carday AssociatesNONE$329,474not reported in the loaded dataset2023
Boyd Watterson Asset Management LLCNONE$251,487$02023
Dla Piper LlpNONE$213,337not reported in the loaded dataset2023
Slevin & Hart PcNONE$147,292not reported in the loaded dataset2023
Great Lakes Advisors, LLCNONE$138,259not reported in the loaded dataset2023
Sierra Investment Partners, Inc.NONE$110,772not reported in the loaded dataset2023
Foundry Partners LLCNONE$106,655not reported in the loaded dataset2023
The Segal CompanyNONE$104,211not reported in the loaded dataset2023
Investment Performance Services LLCNONE$103,750not reported in the loaded dataset2023
Chartwell Investment PartnersNONE$45,125not reported in the loaded dataset2023
Blackrock Institutional Trust CoNONE$38,138not reported in the loaded dataset2023
Chevy Chase Trust CompanyNONE$32,699not reported in the loaded dataset2023
Platform, CpasNONE$25,509not reported in the loaded dataset2023

Related Form 5500 pages