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Original filing (PDF)20251015194446NAL0005500481004

LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2

Form 5500
FILING_RECEIVED
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2
Defined-benefit pension plan
Signals · 4
41% in single holding~134 bps in Sched C feesNo recordkeeper disclosed21 service providers
Active participants
1,975
Accounts w/ balance
—
Plan assets (EOY)
$146.3M
Net assets (EOY)
$146.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: BLACKROCK GLOBAL ALLOCATION COLLECTIVE FUND (extraction pending)]" is 41% of plan.
  • 134 bps in Schedule C fees — 1243% above peer band of 10 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2.
Plan sponsor
Name
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2
EIN
52-0749130
Address
7130 COLUMBIA GATEWAY DRIVE · COLUMBIA, MD · 210462966
Phone
(301) 937-9300
Industry
Finance & Insurancesee 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
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

21 rows
Other
21
NameEINLocationRelationDirect compIndirect comp
BENESYS, INC.38-2383171—NONE$347K—
BOYD WATTERSON ASSET MANAGEMENT LLC34-1922005—NONE$210K—
DLA PIPER LLP52-0616490—NONE$164K—
SIERRA INVESTMENT PARTNERS, INC.68-0370668—NONE$137K—
FOUNDRY PARTNERS LLC46-1184506—NONE$131K—
THE SEGAL COMPANY13-1835864—NONE$116K—
GLOUSTON CAPITAL PARTNERS, LLC02-0571602—NONE$115K—
INVESTMENT PERFORMANCE SERVICES LLC58-2432390—NONE$110K—
CORBIN CAPITAL PARTNERS LP30-0299433—NONE$92K—
GREAT LAKES ADVISORS, LLC80-0292839—NONE$90K—
INTERCONTINENTAL R/E CORPORTION04-2895544—NONE$69K—
CHEVY CHASE TRUST COMPANY52-6257033—NONE$66K—
SLEVIN & HART PC52-1708613—NONE$65K—
CHARTWELL INVESTMENT PARTNERS36-4776242—NONE$56K—
NOVAK FRANCELLA, LLC61-1436956—NONE$50K—
BLACKROCK INSTITUTIONAL TRUST CO94-3112180—NONE$43K—
HARBOURVEST PARTNERS LLC74-3130888—NONE$34K—
FIRST EAGLE INVESTMENT MANAGEMENT57-1156902—NONE$30K—
ENTRUST GLOBAL PARTNERS OFFSHORE LP90-0644478—NONE$19K—
CAPITAL ONE BANK54-1719854—NONE$10K—
WASHINGTON CAPITAL MANAGMENT, INC.91-1042342—NONE$10K—

Investments

5 pooled funds· $11.1M(8% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
BLACK ROCK GLOBAL ALLOCATION FUND
BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 46-0563260 / PN 001
Common Collective Trust
——$4.5M3.1%
WILLIAM BLAIR COLLECTIVE INVESTMENT
GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 023
Common Collective Trust
——$3.9M2.7%
ASB ALLEGIANCE REAL ESTATE FUND
ASB CAPITAL MANAGEMENT, LLC · EIN 52-6257033 / PN 001
Common Collective Trust
——$1.4M1.0%
AFL/CIO BUILDING INVESTMENT TRUST
GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001
Common Collective Trust
——$1.3M0.9%
ALCENTRA EUROPEAN CREDIT
BNY MELLON · EIN 61-6496775 / PN 001
Common Collective Trust
——$0<0.1%

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