Laborers Pension Trust Fund For Northern California — Form 5500 plan (Board Of Trustees Laborers Pension Trust Fund For Northern California)
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 Pension Trust Fund For Northern California is a benefit plan reported by Board Of Trustees Laborers Pension Trust Fund For Northern California under EIN 94-6277608 and plan number 001. The latest loaded filing year is 2023. The filing reports 43,881 participants and $4,946,711,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Laborers Pension Trust Fund For Northern California
- EIN
- 94-6277608
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 43,881
- End-of-year plan assets
- $4,946,711,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43,881 | H, C | 20250314152841NAL0011926451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,946,711,401
- Total liabilities (EOY)
- $11,318,691
- Net assets (EOY)
- $4,935,392,710
- Net assets (BOY)
- $4,492,260,524
Income & contributions
- Employer contributions
- $353,722,209
- Total contributions
- $353,722,209
- Total income / additions
- $685,284,731
Expenses & distributions
- Benefits paid
- $225,545,539
- Administrative expenses
- $16,607,006
- Total expenses
- $242,152,545
- Net increase / (decrease)
- $443,132,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laborers Fund Administration | COMMON BOARD MEMBERS | $8,930,320 | not reported in the loaded dataset | 2023 |
| Tda Investment Group | NONE | $1,322,328 | $0 | 2023 |
| Meketa Fiduciary Management | NONE | $1,028,333 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $632,843 | $0 | 2023 |
| Us Bank | NONE | $444,881 | $0 | 2023 |
| Mackay Shields LLC | NONE | $0 | $311,409 | 2023 |
| White Deer Management, LLC | NONE | $0 | $305,820 | 2023 |
| Withumsmith+Brown, Pc | NONE | $218,852 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $211,897 | not reported in the loaded dataset | 2023 |
| Final Option Corp. | NONE | $176,503 | not reported in the loaded dataset | 2023 |
| Bullivant Houser Bailey Pc | NONE | $151,436 | not reported in the loaded dataset | 2023 |
| Cbre | NONE | $121,447 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $119,482 | not reported in the loaded dataset | 2023 |
| 16 Points LLC | NONE | $0 | $61,219 | 2023 |
| Heffernan Insurance Brokers | NONE | $0 | $28,779 | 2023 |
| Covius Document Services | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Hamilton Ricci & Associates, Inc. | NONE | $17,688 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Laborers Pension Trust Fund For Northern California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Laborers Fund Administration — Schedule C compensation
- Tda Investment Group — Schedule C compensation
- Meketa Fiduciary Management — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- White Deer Management, LLC — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Final Option Corp. — Schedule C compensation
- Bullivant Houser Bailey Pc — Schedule C compensation
- Cbre — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- 16 Points LLC — Schedule C compensation
- Heffernan Insurance Brokers — Schedule C compensation
- Covius Document Services — Schedule C compensation
- Hamilton Ricci & Associates, Inc. — Schedule C compensation