West Virginia Laborers Profit Sharing Plan — Form 5500 plan (West Virginia Laborers)
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, West Virginia Laborers Profit Sharing Plan is a benefit plan reported by West Virginia Laborers under EIN 55-0772123 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,781 participants and $150,972,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Virginia Laborers
- EIN
- 55-0772123
- Plan number
- 001
- Plan type
- 1
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 16,781
- End-of-year plan assets
- $150,972,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,781 | H, C | 20250115152054NAL0012812579002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $150,972,254
- Total liabilities (EOY)
- $1,649,253
- Net assets (EOY)
- $149,323,001
- Net assets (BOY)
- $134,873,568
Income & contributions
- Employer contributions
- $10,916,794
- Total contributions
- $10,916,794
- Total income / additions
- $28,111,004
Expenses & distributions
- Benefits paid
- $12,804,631
- Administrative expenses
- $856,940
- Total expenses
- $13,661,571
- Net increase / (decrease)
- $14,449,433
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segall Bryant & Hamill | INVESTMENT MANAGER | $131,643 | not reported in the loaded dataset | 2023 |
| Ta Realty | INVESTMENT MANAGER | $77,421 | not reported in the loaded dataset | 2023 |
| Bgo-New Tower Trust Company | INVESTMENT MANAGER | $64,567 | not reported in the loaded dataset | 2023 |
| Chartwell Investments | INVESTMENT MANAGER | $47,712 | not reported in the loaded dataset | 2023 |
| Ficon | INSURANCE PROVIDER | $34,928 | not reported in the loaded dataset | 2023 |
| Standard Valuations | INVESTMENT VALAUATIONS | $30,000 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | INVESTMENT MANAGER | $20,012 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott, Llp | LEGAL | $14,249 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Virginia Laborers
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Segall Bryant & Hamill — Schedule C compensation
- Ta Realty — Schedule C compensation
- Bgo-New Tower Trust Company — Schedule C compensation
- Chartwell Investments — Schedule C compensation
- Ficon — Schedule C compensation
- Standard Valuations — Schedule C compensation
- C.S. Mckee — Schedule C compensation
- Meyer, Unkovic & Scott, Llp — Schedule C compensation