Utah Laborers Annuity Plan — Form 5500 plan (Board Of Trustees, Utah Laborers Annuity 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, Utah Laborers Annuity Plan is a benefit plan reported by Board Of Trustees, Utah Laborers Annuity Trust Fund under EIN 87-6135141 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,773 participants and $43,036,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Utah Laborers Annuity Trust Fund
- EIN
- 87-6135141
- Plan number
- 002
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 3,773
- End-of-year plan assets
- $43,036,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,773 | H, C | 20241016022517NAL0015615443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,036,508
- Total liabilities (EOY)
- $24,778
- Net assets (EOY)
- $43,011,730
- Net assets (BOY)
- $40,248,356
Income & contributions
- Employer contributions
- $2,223,364
- Total contributions
- $2,224,051
- Total income / additions
- $7,678,308
Expenses & distributions
- Benefits paid
- $4,604,312
- Administrative expenses
- $310,622
- Total expenses
- $4,914,934
- Net increase / (decrease)
- $2,763,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svc | NONE | $103,520 | $0 | 2023 |
| The Segal Company | NONE | $48,373 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Compusys Of Utah | NONE | $24,078 | not reported in the loaded dataset | 2023 |
| Ssa P.C. | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Kelley Law Group | NONE | $9,430 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $7,260 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Utah Laborers Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- John Hancock Retirement Plan Svc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Verus Advisory, Inc — Schedule C compensation
- Compusys Of Utah — Schedule C compensation
- Ssa P.C. — Schedule C compensation
- Kelley Law Group — Schedule C compensation
- Us Bank — Schedule C compensation