Plan Snapshot
- Plan Sponsor: Laborers Local Union No. 158 Pension Fund
- Sponsor EIN: 236580323
- Sponsor Address: 2201 FOREST HILLS DRIVE, SUITE 6A, HARRISBURG, PA, 171121089
- Plan Type: DB
- Total Participants: 1,133
- Total Assets: $247.3M
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 | 1,133 | $247.3M | $10.6M | $0 |
| 2023 | 1,558 | $232.6M | $14.0M | $0 |
| 2022 | 1,166 | $215.9M | $11.0M | $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 |
|---|---|---|---|---|
| LABORERS LOCAL UNION 158 PENSION FD | Other Service Provider | $510,078 | — | $510,078 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $329,092 | $9,780 | $338,872 |
| CONRAD SIEGEL ACTUARIES | Other Service Provider | $324,026 | — | $324,026 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $256,642 | — | $256,642 |
| SIERRA INVESTMENT PARTNERS, INC. | Other Service Provider | $194,989 | — | $194,989 |
| BOYD WATTERSON ASSET MGMT, LLC | Other Service Provider | $191,549 | — | $191,549 |
| WEDGE CAPITAL MANAGEMENT, LLP | Other Service Provider | $149,444 | — | $149,444 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $145,834 | — | $145,834 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $127,874 | — | $127,874 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $95,644 | — | $95,644 |
| FIRST EAGLE INVESTMENT MGT, LLC | Other Service Provider | $93,830 | — | $93,830 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $93,181 | — | $93,181 |
| HARDMAN JOHNSTON GLOBAL ADVISORS LL | Other Service Provider | $91,991 | — | $91,991 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $89,944 | — | $89,944 |
| PATRIOT FINANCIAL PARTNERS IV, LP | Other Service Provider | $56,250 | — | $56,250 |
| GCM GROSVENOR | Other Service Provider | $52,500 | — | $52,500 |
| US BANK N.A. | Recordkeeper | $43,417 | — | $43,417 |
| BUCHANAN INGERSOLL & ROONEY PC | ERISA Attorney | $34,730 | — | $34,730 |
| ELLIN & TUCKER, CHARTERED | Auditor | $33,000 | — | $33,000 |
| SCHRECKENGAUST, YOUNG & ASSOCIATES, | Other Service Provider | $20,509 | — | $20,509 |
| PXC, INC. (PAYCHEX OF NEW YORK, LLC | Other Service Provider | $7,947 | — | $7,947 |
| DESIGN DATA CORPORATION | Other Service Provider | $5,765 | — | $5,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK N.A. — Recordkeeper
- BUCHANAN INGERSOLL & ROONEY PC — ERISA Attorney
- ELLIN & TUCKER, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,958,016
- Estimated Expense Ratio: 1.196% 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 | $3,649,816 | $1,873,119 | — | $33,000 | — |
| 2023 | $3,039,088 | $1,657,739 | — | $31,500 | — |
| 2022 | $3,196,623 | $1,789,116 | — | — | $456,952 |