Back to filter
Original filing (PDF)20250821152504NAL0008480290001
BOARD OF TRUSTEES, UTAH LABORERS ANNUITY TRUST FUND
Form 5500
FILING_RECEIVED
UTAH LABORERS ANNUITY PLAN
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed6 service providers
Active participants
1,450
Accounts w/ balance
1,885
Plan assets (EOY)
$47.1M
Net assets (EOY)
$47.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "GALLIARD STABLE RETURN FUND CORE" is 100% of plan.
- 51 bps in Schedule C fees — 76% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, UTAH LABORERS ANNUITY TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, UTAH LABORERS ANNUITY TRUST FUND
EIN
87-6135141
Address
1123 PARK VIEW DR STE 200 · COVINA, CA · 91724
Phone
(801) 396-0401
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVC | 01-0233346 | — | NONE | $85K | — |
| VERUS ADVISORY, INC | 91-1320111 | — | NONE | $45K | — |
| PACIFIC SOUTHWEST ADMINISTRATORS | 46-4942970 | — | NONE | $35K | — |
| KELLEY LAW GROUP | — | PHOENIX, AZ | NONE | $28K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $26K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $22K | — |
Investments
1 pooled fund· $10.5M(22% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $12.0M | $10.5M | 22.3% |
Related plans
Other plans using JOHN HANCOCK RETIREMENT PLAN SVC
Similar-size Finance & Insurance plans
ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES
CHOICE POOLED EMPLOYER PLAN I
$47.2M · 4,941 participants
TRUSTEES OF THE PHILADELPHIA ASSOCIATION HEALTH BENEFIT TRUST
PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFI ASSOCIATION HEALTH BENEFIT PLAN
$47.4M · 20,100 participants
LEGACY BENEFIT PLANS LLC
LEGACY EMPLOYEE WELFARE BENEFIT PLAN & TRUST
$47.5M · 344 participants
TRUSTEES UNDER IBEW LU 150 WELFARE FUND
IBEW LOCAL NO. 150 WELFARE FUND
$47.6M · 641 participants
TRUSTEES OF THE CSEA EMPLOYEE BENEFIT FUND
CSEA EMPLOYEE BENEFIT FUND PENSION PLAN
$47.8M · 53 participants
UNION ROOFERS SUPPLEMENTAL ANNUITY TRUST FUND
UNION ROOFERS SUPPLEMENTAL ANNUITY TRUST FUND
$48.0M · 5,782 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B