# Laborers Local Union No. 158 Pension Fund DB Plan
Source: https://planprovider.pro/companies/laborers-local-union-no-158-pension-fund-plan

> Laborers Local Union No. 158 Pension Fund's DB plan: 1,133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$510,078|—|$510,078|

| LOOMIS, SAYLES & COMPANY, L.P.|NONE|$329,092|$9,780|$338,872|

| CONRAD SIEGEL ACTUARIES|NONE|$324,026|—|$324,026|

| INVESTMENT PERFORMANCE SERVICES|NONE|$256,642|—|$256,642|

| SIERRA INVESTMENT PARTNERS, INC.|NONE|$194,989|—|$194,989|

| BOYD WATTERSON ASSET MGMT, LLC|NONE|$191,549|—|$191,549|

| WEDGE CAPITAL MANAGEMENT, LLP|NONE|$149,444|—|$149,444|

| INTERCONTINENTAL REAL ESTATE CORP|NONE|$145,834|—|$145,834|

| ASB CAPITAL MANAGEMENT LLC|NONE|$127,874|—|$127,874|

| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|NONE|$95,644|—|$95,644|

| FIRST EAGLE INVESTMENT MGT, LLC|NONE|$93,830|—|$93,830|

| CHARTWELL INVESTMENT PARTNERS|NONE|$93,181|—|$93,181|

| HARDMAN JOHNSTON GLOBAL ADVISORS LL|NONE|$91,991|—|$91,991|

| LOOMIS SAYLES TRUST COMPANY|NONE|$89,944|—|$89,944|

| PATRIOT FINANCIAL PARTNERS IV, LP|NONE|$56,250|—|$56,250|

| GCM GROSVENOR|NONE|$52,500|—|$52,500|

| US BANK N.A.|NONE|$43,417|—|$43,417|

| BUCHANAN INGERSOLL & ROONEY PC|NONE|$34,730|—|$34,730|

| ELLIN & TUCKER, CHARTERED|NONE|$33,000|—|$33,000|

| SCHRECKENGAUST, YOUNG & ASSOCIATES,|NONE|$20,509|—|$20,509|

| PXC, INC. (PAYCHEX OF NEW YORK, LLC|NONE|$7,947|—|$7,947|

| DESIGN DATA CORPORATION|NONE|$5,765|—|$5,765|

### Verified Provider Profiles

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

- [US BANK N.A.](https://planprovider.pro/provider/john-hancock) — NONE

- [BUCHANAN INGERSOLL & ROONEY PC](https://planprovider.pro/provider/buchanan-ingersoll-and-rooney-pc) — NONE

- [ELLIN & TUCKER, CHARTERED](https://planprovider.pro/provider/ellin-and-tucker-chartered) — NONE

## 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|

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