# Bd Of Trustees, Laborers Dist Council &amp; Constrs Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-laborers-dist-council-constrs-pension-fund-plan

> Bd Of Trustees, Laborers Dist Council &amp; Constrs Pension Fund&#39;s DB plan: 15,028 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund

- **Sponsor EIN:** 316129964

- **Sponsor Address:** 800 HILLSDOWNE ROAD, WESTERVILLE, OH, 430813302

- **Plan Type:** DB

- **Total Participants:** 15,028

- **Total Assets:** $2.7B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|15,028|$2.7B|$98.0M|$0|

| 2023|14,573|$2.7B|$92.6M|$0|

| 2022|14,152|$2.6B|$88.7M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MAKETA INVESTMENT GROUP|Other Service Provider|$1,470,949|—|$1,470,949|

| BASYS INC|Other Service Provider|$647,558|—|$647,558|

| HYLANT GROUP|Other Service Provider|$427,939|—|$427,939|

| ARTISAN PARTNERS LIMITED PARTNERSHI|Other Service Provider|$370,394|—|$370,394|

| ARTEMIS REAL ESTATE PARTNERS FUND I|Other Service Provider|$352,286|—|$352,286|

| ENERGY CAPITAL PARTNERS IV, L.P.|Other Service Provider|$329,540|—|$329,540|

| FOCUS SENIOR HOUSING FUND II, L.P.|Other Service Provider|$281,593|—|$281,593|

| PAG ASIA II, LP|Other Service Provider|$273,779|—|$273,779|

| STERLING VALUE ADD PARTNERS IV, L.P|Other Service Provider|$262,621|—|$262,621|

| JENNISON ASSOCIATES|Other Service Provider|$241,465|—|$241,465|

| PAYDEN & RYGEL|Other Service Provider|$236,133|—|$236,133|

| SIERRA INVESTMENT PARTNERS|Other Service Provider|$233,572|—|$233,572|

| BAIRD ASSOCIATES|Other Service Provider|$214,589|—|$214,589|

| CHEQUERS CAPITAL XVII , FCPR|Other Service Provider|$199,089|—|$199,089|

| WELLINGTON MANAGEMENT|Other Service Provider|$198,739|—|$198,739|

| PAG ASIA III, LP|Other Service Provider|$195,551|—|$195,551|

| DRIEHAUS|Other Service Provider|$193,568|—|$193,568|

| DODGE & COX|Other Service Provider|$192,761|—|$192,761|

| CHARLESBANK EQUITY FUND X, L.P.|Other Service Provider|$182,829|—|$182,829|

| CIUNI & PANICHI|Other Service Provider|$156,037|—|$156,037|

| K5 PRIVATE INVESTORS, L.P.|Other Service Provider|$154,353|—|$154,353|

| PATRIA - PRIVATE EQUITY FUND VI, L.|Other Service Provider|$154,000|—|$154,000|

| TIMESSQUARE CAPITAL MANAGEMENT, LLC|Other Service Provider|$153,612|—|$153,612|

| VITRUVIAN INVESTMENT PARTNERSHIP V|Other Service Provider|$150,972|—|$150,972|

| GLOBAL INFRASTRUCTURE PARTNERS V, L|Other Service Provider|$149,565|—|$149,565|

| JLC INFRASTRUCTURE FUND II|Other Service Provider|$140,625|—|$140,625|

| ATLAS VENTURE FUND XIII, L.P.|Other Service Provider|$139,585|—|$139,585|

| ARA INFRASTRUCTURE FUND I, L.P.|Other Service Provider|$138,026|—|$138,026|

| ARCHER, MATTHEW|EMPLOYEE|$135,048|—|$135,048|

| TRILANTIC CAPITAL PARTNERS VI (NORT|Other Service Provider|$133,763|—|$133,763|

| OAKLEY CAPITAL FUND V, L.P.|Other Service Provider|$132,000|—|$132,000|

| FOUNDATION CAPITAL X, L.P.|Other Service Provider|$130,536|—|$130,536|

| PAINE SCHWARTZ PARTNERS FOOD CHAIN|Other Service Provider|$129,841|—|$129,841|

| BASALT INFRASTRUCTURE PARTNERS IV|Other Service Provider|$129,705|—|$129,705|

| CHEIRON INC|Other Service Provider|$127,247|—|$127,247|

| INTEGRITY ASSET MANAGEMENT|Other Service Provider|$126,136|—|$126,136|

| DBAG FUND VII|Other Service Provider|$124,755|—|$124,755|

| RICE HALL JAMES|Other Service Provider|$123,927|—|$123,927|

| WAUD CAPITAL PARTNERS IV, L.P.|Other Service Provider|$123,248|—|$123,248|

| T ROWE PRICE|Other Service Provider|$121,242|—|$121,242|

| SOUTHERN CROSS LTN AM PVT EQTY FD V|Other Service Provider|$119,649|—|$119,649|

| ISQ GLOBAL INFRASTRUCTURE FUND II,|Other Service Provider|$115,272|—|$115,272|

| GAUGE CAPITAL IV, L.P. (PE)|Other Service Provider|$114,914|—|$114,914|

| ARA FUND II, L.P.|Other Service Provider|$112,500|—|$112,500|

| HIG MIDDLE MARKET LBO FUND II|Other Service Provider|$111,734|—|$111,734|

| ROCKPOINT REAL ESTATE FUND VI, L.P.|Other Service Provider|$109,324|—|$109,324|

| WYNNCHURCH CAPITAL PARTNERS VI, L.P|Other Service Provider|$108,434|—|$108,434|

| VITRUVIAN INVESTMENT PARTNERSHIP II|Other Service Provider|$108,421|—|$108,421|

| VITRUVIAN INVESTMENT PARTNERSHIP IV|Other Service Provider|$107,597|—|$107,597|

| JLC INFRASTRUCTURE FUND I, L.P.|Other Service Provider|$106,605|—|$106,605|

| SEIDLER EQUITY PARTNERS VIII,LP|Other Service Provider|$106,250|—|$106,250|

| DRA GROWTH & INCOME FUND X, L.P.|Other Service Provider|$105,817|—|$105,817|

| SCALE VENTURE PARTNERS VII, L.P.|Other Service Provider|$104,885|—|$104,885|

| FISCHER, LEE|EMPLOYEE|$104,056|—|$104,056|

| BERKELEY PARTNERS VALUE INDUSTRIAL|Other Service Provider|$104,048|—|$104,048|

| GRAIN COMMUNICATIONS OPPORTUNITY FU|Other Service Provider|$100,821|—|$100,821|

| ONCAP IV, LP|Other Service Provider|$99,208|—|$99,208|

| KSL CAPITAL PARTNERS IV, LP|Other Service Provider|$98,758|—|$98,758|

| Z CAPITAL SPECIAL SITUATIONS FUND I|Other Service Provider|$97,763|—|$97,763|

| CHARLESBANK EQUITY FUND IX, LP|Other Service Provider|$96,914|—|$96,914|

| ACTIS ENERGY 5, L.P.|Other Service Provider|$92,750|—|$92,750|

| GLOBAL INFRASTRUCTURE PARTNERS IV,|Other Service Provider|$91,308|—|$91,308|

| STERLING GROUP PARTNERS V, L.P.|Other Service Provider|$90,430|—|$90,430|

| BLUE OWL DIGITAL INFRASTRUCTURE FUN|Other Service Provider|$90,000|—|$90,000|

| TAILWATER ENERGY FUND IV, L.P.|Other Service Provider|$90,000|—|$90,000|

| DIVCOWEST FUND V, L.P.|Other Service Provider|$89,772|—|$89,772|

| ANDRICK, PAULA|EMPLOYEE|$89,104|—|$89,104|

| POINT 406 VENTURES IV, L.P.|Other Service Provider|$87,518|—|$87,518|

| FS EQUITY PARTNERS VIII, L.P.|Other Service Provider|$87,197|—|$87,197|

| HOMESTEAD CAPITAL USA FARMLAND FUND|Other Service Provider|$86,175|—|$86,175|

| GRAIN COMMUNICATIONS OPPORTUNITY FU|Other Service Provider|$85,446|—|$85,446|

| LINDEN CAPITAL PARTNERS V, L.P.|Other Service Provider|$84,841|—|$84,841|

| DIVCOWEST FUND VI-A, L.P.|Other Service Provider|$84,157|—|$84,157|

| ROCKPOINT REAL ESTATE FUND V, L.P.|Other Service Provider|$83,049|—|$83,049|

| GLOBAL INFRASTRUCTURE PARTNERS FD I|Other Service Provider|$81,585|—|$81,585|

| RIDGEMONT EQUITY PARTNERS IV, LP|Other Service Provider|$79,983|—|$79,983|

| GUILKEY, STEVE|EMPLOYEE|$77,221|—|$77,221|

| WAUD CAPITAL PARTNERS V, L.P.|Other Service Provider|$75,578|—|$75,578|

| PATRIA-BRAZILIAN PRIVATE EQUITY FUN|Other Service Provider|$71,905|—|$71,905|

| BCP FUND II, L.P.|Other Service Provider|$71,596|—|$71,596|

| STONEPEAK INFRASTRUCTURE FUND IV, L|Other Service Provider|$70,831|—|$70,831|

| CLIMATE ADAPTIVE INFRASTRUCTURE FUN|Other Service Provider|$70,742|—|$70,742|

| BROWN, WILLIAM|EMPLOYEE|$69,208|—|$69,208|

| ATLAS VENTURE FUND XII, L.P.|Other Service Provider|$68,574|—|$68,574|

| GREENBRIAR EQUITY FUND VI, LP|Other Service Provider|$68,358|—|$68,358|

| TURNBRIDGE CAPITAL PARTNERS I|Other Service Provider|$66,933|—|$66,933|

| STONEPEAK INFRASTRUCTURE FUND III,|Other Service Provider|$65,355|—|$65,355|

| CHARLESBANK EQUITY FUND VIII|Other Service Provider|$64,797|—|$64,797|

| ISQ GLOBAL INFRASTRUCTURE FUND, LP|Other Service Provider|$64,725|—|$64,725|

| HUMPHREY, KRISTEN|EMPLOYEE|$64,464|—|$64,464|

| VISTA FOUNDATION FUND III, LP|Other Service Provider|$63,620|—|$63,620|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$62,411|—|$62,411|

| OPUS INVESTMENT ADVISORS LLC|Other Service Provider|$62,120|—|$62,120|

| RIDGE, JULIE|EMPLOYEE|$61,034|—|$61,034|

| DORSEY, LISA|EMPLOYEE|$60,769|—|$60,769|

| BLUE OWL DIGITAL INFRASTRUCTURE FUN|Other Service Provider|$60,267|—|$60,267|

| LS POWER FUND V, L.P. (IS)|Other Service Provider|$60,230|—|$60,230|

| BLACKROCK GLOBAL INFRASTRUCTURE FUN|Other Service Provider|$59,889|—|$59,889|

| WHITE DEER ENERGY III|Other Service Provider|$59,467|—|$59,467|

| POWERS, JACOB|EMPLOYEE|$59,234|—|$59,234|

| SROA CAPITAL FUND IX, L.P|Other Service Provider|$58,427|—|$58,427|

| HIDDEN HARBOR CAPITAL PARTNERS II,|Other Service Provider|$58,098|—|$58,098|

| JMI EQUITY FUND XI, LP|Other Service Provider|$57,836|—|$57,836|

| ARA FUND I, L.P.|Other Service Provider|$57,676|—|$57,676|

| TILLRIDGE GLOBAL AGRIBUSINESS PARTN|Other Service Provider|$57,118|—|$57,118|

| GRAIN COMMUNICATIONS OPPORTUNITY FU|Other Service Provider|$56,995|—|$56,995|

| MEYER UNKOVIC AND SCOTT LLP|Other Service Provider|$54,753|—|$54,753|

| LINDEN CAPITAL PARTNERS IV, LP|Other Service Provider|$54,482|—|$54,482|

| PATE, KEIZIYA|EMPLOYEE|$54,467|—|$54,467|

| CLASS, SAMANTHA|EMPLOYEE|$53,904|—|$53,904|

| QUANTUM ENERGY PARTNERS VIII, LP|Other Service Provider|$52,500|—|$52,500|

| KINTERRA BATTERY METALS MINING FUND|Other Service Provider|$52,273|—|$52,273|

| STG VII, LP|Other Service Provider|$51,643|—|$51,643|

| HOMESTEAD CAPITAL USA FARMLAND FUND|Other Service Provider|$51,324|—|$51,324|

| ORION MINE FINANCE FUND IV, L.P.|Other Service Provider|$51,216|—|$51,216|

| PROFORMA|Other Service Provider|$51,196|—|$51,196|

| BAUMHACKL, JAMES|EMPLOYEE|$47,953|—|$47,953|

| MANGANO LAW OFFICES CO., LPA|Other Service Provider|$47,599|—|$47,599|

| KIMMERIDGE FUND VI, L.P.|Other Service Provider|$47,341|—|$47,341|

| BP NATURAL GAS OPP PARTNERS II|Other Service Provider|$46,945|—|$46,945|

| TIGER INFRASTRUCTURE PARTNERS FUND|Other Service Provider|$46,835|—|$46,835|

| SROA B&R CO-INVEST, L.P|Other Service Provider|$46,741|—|$46,741|

| HEMKER, CHERYL|EMPLOYEE|$46,080|—|$46,080|

| VISTA EQUITY PARTNERS FUND V|Other Service Provider|$44,776|—|$44,776|

| MOSSGROVE, DANIEL|EMPLOYEE|$43,248|—|$43,248|

| TRILANTIC CAPITAL PARTNERS V|Other Service Provider|$42,416|—|$42,416|

| PAINE SCHWARTZ FOOD CHAIN FUND V, L|Other Service Provider|$39,702|—|$39,702|

| ARA FUND III, LP|Other Service Provider|$39,375|—|$39,375|

| TOWERBROOK INVESTORS IV|Other Service Provider|$38,061|—|$38,061|

| TAILWATER ENERGY FUND III, L.P.|Other Service Provider|$37,962|—|$37,962|

| CITIC CAPITAL CHINA PARTNERS III, L|Other Service Provider|$37,893|—|$37,893|

| GASTON, BRIAN|EMPLOYEE|$37,506|—|$37,506|

| MBK PARTNERS FUND IV, L.P.|Other Service Provider|$37,223|—|$37,223|

| AUGUST EQUITY PARTNERS V-A L.P.|Other Service Provider|$35,154|—|$35,154|

| EIF OREGON, LLC|Other Service Provider|$35,000|—|$35,000|

| PACIFIC ROAD RESOURCES FUND II|Other Service Provider|$33,815|—|$33,815|

| GLOBAL INFRASTRUCTURE PARTNERS FUND|Other Service Provider|$33,570|—|$33,570|

| PENSION BENEFIT INFORMATION, LLC|Other Service Provider|$33,325|—|$33,325|

| SCALE VENTURE PARTNERS VIII, L.P.|Other Service Provider|$32,965|—|$32,965|

| GAMUT INVESTMENT FUND I|Other Service Provider|$32,924|—|$32,924|

| STERLING GROUP PARTNERS IV, LP|Other Service Provider|$32,643|—|$32,643|

| MSOUTH EQUITY PARTNERS III, LP|Other Service Provider|$31,724|—|$31,724|

| ENERGY TRUST PARTNERS V, L.P.|Other Service Provider|$31,634|—|$31,634|

| CREATIVE FINANCIAL STAFFING|Other Service Provider|$31,573|—|$31,573|

| ENCAP ENERGY CAPITAL FUND XI, L.P.|Other Service Provider|$31,544|—|$31,544|

| MITCHELL, SAMANTHA|EMPLOYEE|$30,955|—|$30,955|

| DRA GROWTH AND INCOME FUND IX|Other Service Provider|$30,072|—|$30,072|

| UHL, WILLIAM|EMPLOYEE|$29,764|—|$29,764|

| SK CAPITAL PARTNERS V, L.P.|Other Service Provider|$29,182|—|$29,182|

| FOUNDATION CAPITAL LEADERSHIP FUND|Other Service Provider|$25,999|—|$25,999|

| COLOPY, NICHOLAS|EMPLOYEE|$25,974|—|$25,974|

| KLARITY FX INC|Other Service Provider|$25,608|—|$25,608|

| VISTA EQUITY PARTNERS FUND IV|Other Service Provider|$24,696|—|$24,696|

| SROA RED DOT CO-INVEST, L.P.|Other Service Provider|$23,621|—|$23,621|

| JMI EQUITY FUND X, L.P.|Other Service Provider|$23,527|—|$23,527|

| ENERGY & MINERALS GROUP FUND III|Other Service Provider|$23,514|—|$23,514|

| BEAIR-WATSON, TRICIA|EMPLOYEE|$22,750|—|$22,750|

| RICHARDSON, KEITH|EMPLOYEE|$22,564|—|$22,564|

| ATLAS VENTURE OPPORTUNITY FUND II,|Other Service Provider|$22,551|—|$22,551|

| NYE, ALEXIS|EMPLOYEE|$22,442|—|$22,442|

| WOOD, JEFFREY|EMPLOYEE|$21,773|—|$21,773|

| STRATUS BUILDING|Other Service Provider|$20,963|—|$20,963|

| GLOBAL RENEWABLE POWER INFRASTRUCTU|Other Service Provider|$20,703|—|$20,703|

| KEROGEN ENERGY FUND II, LP|Other Service Provider|$20,691|—|$20,691|

| GSO CAPITAL SOLUTIONS FUND III, L.P|Other Service Provider|$20,686|—|$20,686|

| ISQ GLOBAL INFRASTRUCTURE FUND III,|Other Service Provider|$20,602|—|$20,602|

| MILLS, DAWN|EMPLOYEE|$20,459|—|$20,459|

| RHUMBLINE|Other Service Provider|$20,223|—|$20,223|

| FLAGSHIP PIONEERING FUND VIII, L.P.|Other Service Provider|$19,522|—|$19,522|

| WILSON, MEGAN|EMPLOYEE|$18,067|—|$18,067|

| ADKINS, JENNIFER|EMPLOYEE|$17,415|—|$17,415|

| WILLIAMS, ERIC|EMPLOYEE|$16,561|—|$16,561|

| MILLS, RYAN|EMPLOYEE|$16,222|—|$16,222|

| CAMPOLO, NATHAN|EMPLOYEE|$15,789|—|$15,789|

| RIVERSIDE FUND V|Other Service Provider|$15,373|—|$15,373|

| UHRIG, SAMANTHA|EMPLOYEE|$15,303|—|$15,303|

| ENCAP ENERGY CAPITAL FUND XII, L.P.|Other Service Provider|$15,184|—|$15,184|

| DIAMOND HILL|Other Service Provider|$15,111|—|$15,111|

| THIRD ROCK VENTURES VI, L.P.|Other Service Provider|$15,000|—|$15,000|

| CENTERBRIDGE PARTNERS REAL ESTATE F|Other Service Provider|$13,995|—|$13,995|

| RIDGEWOOD ENERGY OIL & GAS FUND III|Other Service Provider|$12,387|—|$12,387|

| BCP ENERGY SERVICES FUND LP|Other Service Provider|$12,000|—|$12,000|

| ENERGY VENTURES IV|Other Service Provider|$11,814|—|$11,814|

| BLUE OWL ASSET INCOME FUND EVERGREE|Other Service Provider|$11,714|—|$11,714|

| ALTERNATIVE BUSINESS SYSTEMS|Other Service Provider|$11,196|—|$11,196|

| ACTIS ENERGY 3|Other Service Provider|$10,945|—|$10,945|

| NORTHSTAR MEZZANINE VI|Other Service Provider|$10,795|—|$10,795|

| CENTERBRIDGE PARTNERS REAL ESTATE F|Other Service Provider|$10,185|—|$10,185|

| RIDGEWOOD ENERGY OIL & GAS FUND IV,|Other Service Provider|$10,125|—|$10,125|

| PROXY VOTE PLUS LLC|Other Service Provider|$10,000|—|$10,000|

| ACTIS ENERGY 4|Other Service Provider|$9,613|—|$9,613|

| ENERGY CAPITAL PARTNERS III|Other Service Provider|$7,725|—|$7,725|

| RIDGEWOOD ENERGY STINGRAY, L.P.|Other Service Provider|$7,468|—|$7,468|

| HANCOCK CAPITAL PARTNERS V|Other Service Provider|$6,875|—|$6,875|

| SOUTHERN CROSS FUND IV|Other Service Provider|$6,178|—|$6,178|

| SK CAPITAL PARTNERS VI, L.P.|Other Service Provider|$5,259|—|$5,259|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MEYER UNKOVIC AND SCOTT LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,379,366

- **Estimated Expense Ratio:** 0.643% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$19,747,378|$15,005,478|—|$75,000|—|

| 2023|$18,075,050|$13,565,855|—|$72,800|—|

| 2022|$15,792,724|$11,793,234|—|—|$400,880|

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