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Original filing (PDF)20251015171511NAL0002801731008
LABORERS' INTERNATIONAL UNION OF N.A. LOCAL NO. 17 PENSION FUND
Form 5500
FILING_RECEIVED
LABORERS' LOCAL NO. 17 PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
651
Accounts w/ balance
—
Plan assets (EOY)
$142.8M
Net assets (EOY)
$141.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 85% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LABORERS' INTERNATIONAL UNION OF N.A. LOCAL NO. 17 PENSION FUND.
Plan sponsor
Name
LABORERS' INTERNATIONAL UNION OF N.A. LOCAL NO. 17 PENSION FUND
EIN
14-6025196
Address
451B LITTLE BRITAIN ROAD · NEWBURGH, NY · 12550
Phone
(845) 565-6878
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
RBT CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN SV | 33-0123114 | — | NONE | $62K | — |
| SANTA BARBARA (US BANK) | — | PHILADELPHIA, PA | NONE | $38K | — |
| ULLICO | — | WASHINGTON, DC | NONE | $37K | — |
| SUMMIT ACTUARIAL SERVICES, LLC | 77-0645890 | NEWBURGH, NY | NONE | $36K | — |
| RBT CPAS, LLP | 14-1604297 | NEWBURGH, NY | NONE | $34K | — |
| SPECTRUM PENSION & COMPENSATION | 14-1764716 | NEWBURGH, NY | NONE | $19K | — |
| NXG INSURANCE AGENCY GROUP | — | KINGSTON, NY | NONE | $14K | — |
| COMPUDAT SYSTEMS INC | — | NEW PALTZ, NY | NONE | $13K | — |
| US BANK MUTUAL FUNDS | — | MILWAUKEE, WI | NONE | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.