# Laborers' International Union Of N.A. Local No. 17 Pension Fund DB Plan
Source: https://planprovider.pro/companies/laborers-international-union-of-n-a-local-no-17-pension-fund-plan

> Laborers' International Union Of N.A. Local No. 17 Pension Fund's DB plan: 651 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Laborers' International Union Of N.A. Local No. 17 Pension Fund

- **Sponsor EIN:** 146025196

- **Sponsor Address:** 451B LITTLE BRITAIN ROAD, NEWBURGH, NY, 12550

- **Plan Type:** DB

- **Total Participants:** 651

- **Total Assets:** $142.8M

## 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|651|$142.8M|$13.1M|$0|

| 2023|698|$126.7M|$12.7M|$0|

| 2022|663|$111.9M|$11.6M|$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|

| AMERICAN SV|NONE|$61,729|—|$61,729|

| SANTA BARBARA (US BANK)|NONE|$37,801|—|$37,801|

| ULLICO|NONE|$36,864|—|$36,864|

| SUMMIT ACTUARIAL SERVICES, LLC|NONE|$36,175|—|$36,175|

| RBT CPAS, LLP|NONE|$34,056|—|$34,056|

| SPECTRUM PENSION & COMPENSATION|NONE|$18,550|—|$18,550|

| NXG INSURANCE AGENCY GROUP|NONE|$14,417|—|$14,417|

| COMPUDAT SYSTEMS INC|NONE|$13,034|—|$13,034|

| US BANK MUTUAL FUNDS|NONE|$12,231|—|$12,231|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $264,857

- **Estimated Expense Ratio:** 0.185% 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|$994,219|$559,009|—|—|—|

| 2023|$862,504|$374,293|—|—|—|

| 2022|$833,744|$415,819|—|—|$101,663|

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