Laborers' National Health And Welfare Fund — Form 5500 plan (Board Of Trustees Laborers' National H&W 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, Laborers' National Health And Welfare Fund is a benefit plan reported by Board Of Trustees Laborers' National H&W Fund under EIN 52-1601994 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,060 participants and $72,619,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Laborers' National H&W Fund
- EIN
- 52-1601994
- Plan number
- 501
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 2,060
- End-of-year plan assets
- $72,619,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,060 | H, C | 20240725170855NAL0014974609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,619,771
- Total liabilities (EOY)
- $4,274,595
- Net assets (EOY)
- $68,345,176
- Net assets (BOY)
- $63,334,190
Income & contributions
- Employer contributions
- $29,254,467
- Participant contributions
- $39,226
- Total contributions
- $29,293,693
- Total income / additions
- $36,867,585
Expenses & distributions
- Benefits paid
- $29,617,864
- Administrative expenses
- $2,238,735
- Total expenses
- $31,856,599
- Net increase / (decrease)
- $5,010,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co | NONE | $1,077,481 | $0 | 2023 |
| Segal Company | NONE | $125,334 | $0 | 2023 |
| Kathy Brennan | EMPLOYEE | $98,956 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $79,524 | not reported in the loaded dataset | 2023 |
| Jpmorgan Investment Mgmt | NONE | $76,967 | not reported in the loaded dataset | 2023 |
| Kimberly Gutrich | EMPLOYEE | $76,877 | not reported in the loaded dataset | 2023 |
| James S. Ray | NONE | $75,913 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $45,438 | not reported in the loaded dataset | 2023 |
| Jeremy Haynes | EMPLOYEE | $36,974 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $6,562 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Laborers' National H&W Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Cigna Health And Life Insurance Co — Schedule C compensation
- Segal Company — Schedule C compensation
- Kathy Brennan — Schedule C compensation
- Express Scripts — Schedule C compensation
- Jpmorgan Investment Mgmt — Schedule C compensation
- Kimberly Gutrich — Schedule C compensation
- James S. Ray — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Jeremy Haynes — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation