Laborers District Council Of Virginia Health & Welfare Trust Fund — Form 5500 plan (Joint Board Of Trustees Ldc Of Va Health & Welfare Trust 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 District Council Of Virginia Health & Welfare Trust Fund is a benefit plan reported by Joint Board Of Trustees Ldc Of Va Health & Welfare Trust Fund under EIN 54-6070422 and plan number 501. The latest loaded filing year is 2023. The filing reports 243 participants and $4,139,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Ldc Of Va Health & Welfare Trust Fund
- EIN
- 54-6070422
- Plan number
- 501
- Plan type
- 1
- Location
- Salem, VA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $4,139,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241015093012NAL0016060115002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,139,734
- Total liabilities (EOY)
- $217,598
- Net assets (EOY)
- $3,922,136
- Net assets (BOY)
- $3,632,450
Income & contributions
- Employer contributions
- $1,576,697
- Participant contributions
- $53,227
- Total contributions
- $1,629,924
- Total income / additions
- $2,090,453
Expenses & distributions
- Benefits paid
- $1,214,627
- Administrative expenses
- $586,140
- Total expenses
- $1,800,767
- Net increase / (decrease)
- $289,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lawrence C. Musgrove Assoc. Inc. | NONE | $112,200 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $72,804 | not reported in the loaded dataset | 2023 |
| Anthem | NONE | $65,224 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $29,235 | $0 | 2023 |
| Anderson & Reed, Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein And Abato,Pa | NONE | $8,270 | not reported in the loaded dataset | 2023 |
| American Health Holding | NONE | $3,606 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Ldc Of Va Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Salem, VA
- Lawrence C. Musgrove Assoc. Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Anthem — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Anderson & Reed, Llp — Schedule C compensation
- Abato, Rubenstein And Abato,Pa — Schedule C compensation
- American Health Holding — Schedule C compensation