West Virginia Laborers Pension Trust Fund — Form 5500 plan (West Virginia Laborers Pension 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, West Virginia Laborers Pension Trust Fund is a benefit plan reported by West Virginia Laborers Pension Trust Fund under EIN 55-6026775 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,719 participants and $555,630,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Virginia Laborers Pension Trust Fund
- EIN
- 55-6026775
- Plan number
- 001
- Plan type
- 1
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 6,719
- End-of-year plan assets
- $555,630,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,719 | H, C | 20250115152054NAL0012812579003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $555,630,528
- Total liabilities (EOY)
- $5,027,951
- Net assets (EOY)
- $550,602,577
- Net assets (BOY)
- $498,615,432
Income & contributions
- Employer contributions
- $22,105,828
- Total contributions
- $22,105,828
- Total income / additions
- $83,120,714
Expenses & distributions
- Benefits paid
- $28,081,404
- Administrative expenses
- $3,052,165
- Total expenses
- $31,133,569
- Net increase / (decrease)
- $51,987,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Seizert Capital Partners | INVESTMENT MANAGER | $262,338 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | INVESTMENT MANAGER | $229,962 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | INVESTMENT MANAGER | $210,195 | not reported in the loaded dataset | 2023 |
| United Bank | CUSTODIAN | $157,100 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners | INVESTMENT MANAGER | $103,592 | not reported in the loaded dataset | 2023 |
| Cs Mckee & Co. | INVESTMENT MANAGER | $102,425 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Companies, Inc. | INSURANCE PROVIDER | $96,334 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | INVESTMENT MANAGER | $93,375 | not reported in the loaded dataset | 2023 |
| Chartwell Investments | INVESTMENT MANAGER | $91,729 | not reported in the loaded dataset | 2023 |
| Invesco National | INVESTMENT MANAGER | $60,156 | not reported in the loaded dataset | 2023 |
| Steel Oaks Investment | INVESTMENT MANAGER | $55,530 | not reported in the loaded dataset | 2023 |
| Standard Valuations | INVESTMENT VALUATION | $46,250 | not reported in the loaded dataset | 2023 |
| Segal Company | ACTUARY | $44,491 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovich, Scott, Llp | LEGAL | $42,199 | not reported in the loaded dataset | 2023 |
| Williams Law Office | LEGAL | $24,000 | not reported in the loaded dataset | 2023 |
| Horton Group | ACTUARY | $21,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Virginia Laborers Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Seizert Capital Partners — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- United Bank — Schedule C compensation
- Sierra Investment Partners — Schedule C compensation
- Cs Mckee & Co. — Schedule C compensation
- Marsh & Mclennan Companies, Inc. — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Chartwell Investments — Schedule C compensation
- Invesco National — Schedule C compensation
- Steel Oaks Investment — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Segal Company — Schedule C compensation
- Meyer, Unkovich, Scott, Llp — Schedule C compensation
- Williams Law Office — Schedule C compensation
- Horton Group — Schedule C compensation