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Original filing (PDF)20250926164449NAL0010331440002
BOARD OF TRUSTEES OF LABORERS 785 PENSION PLAN
Form 5500
FILING_RECEIVED
LABORERS LOCAL 785 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
437
Accounts w/ balance
—
Plan assets (EOY)
$117.6M
Net assets (EOY)
$117.6M
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
- 53 bps in Schedule C fees — 432% 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 BOARD OF TRUSTEES OF LABORERS 785 PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF LABORERS 785 PENSION PLAN
EIN
16-6062418
Address
622 WEST STATE STREET · ITHACA, NY · 148503333
Phone
(607) 277-3081
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
2025-09-26
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | NONE | $252K | — |
| HEIDI O'ROURKE | 16-6062418 | — | EMPLOYEE | $68K | — |
| TERRY CLARK | 16-6062418 | — | EMPLOYEE | $66K | — |
| COLUMBIA INTERMEDIATE TERM | — | — | NONE | $56K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $42K | — |
| LOOMIS LARGE CAP GROWTH | — | — | NONE | $40K | — |
| BOSTON PARTNERS LARGE CAP VALUE | — | — | NONE | $40K | — |
| O'SULLIVAN ASSOCIATES, INC. | — | CHERRY HILL, NJ | NONE | $35K | — |
| LIPSITZ GREEN SCRIME CAMBRIA LP | — | BUFFALO, NY | NONE | $20K | — |
| LABORERS LOCAL #785 BUILDING CORP | 16-0904650 | — | RELATED AFFILIATE | $7K | — |
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.