Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$422K in admin expenses, $708 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 10 lines in all, holding $1.5M of the plan's $3.1M. Recordkeeper: Laborers Fund Administration.
| Fund | Dollars | % of funds% |
|---|---|---|
| Other - Real Estate Investment Fund US Real Estate Investment Fund LLC Manager not matched · Mutual fund | $1.0M | 66.4% |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF State Street (SSgA) · ETF Index | $130K | 8.6% |
| Jpmorgan Equity Premium Inc JPMorgan · Mutual fund | $90K | 5.9% |
| Janus Henderson Secrtz Janus Henderson · Mutual fund | $87K | 5.8% |
| New York State Manager not matched · Other | $85K | 5.7% |
| iShares MBS ETF BlackRock · ETF | $32K | 2.1% |
| WI ST GEN FND A Manager not matched · Other | $29K | 2.0% |
| Mutual Funds and Exchange Traded Funds Avantis US Small Cap Manager not matched · Mutual fund | $22K | 1.5% |
| No. of Shares Money Market Funds Bank Deposit Manager not matched · Money market | $21K | 1.4% |
| Morgan Stanely Bank NA Manager not matched · Other | $11K | 0.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
LABORERS FUND ADMINISTRATION7 years Filed as: LABORERS LOCAL 91 WELFARE FUND Service code 15 · EIN 16-0776158 Recordkeeping | $130,520 |
ACRISURE2 years Service code 11 · EIN 92-3652116 Actuarial | $110,344 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPA'S Service code 10 · EIN 47-1793720 Accounting | $51,453 |
LIPSITZ GREEN SCIME & CAMBRIA10+ years Service code 29 · EIN 16-0905097 Legal | $24,076 |
JBM COMPUTER CONSULTANTS6 years Filed as: JBM COMPUTER CONSULTANTS INC. Service code 15 · EIN 16-1173118 Recordkeeping | $19,744 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 Securities Custodian | $14,919 |
The auditor signed off without reservation. This is the cleanest opinion.
1 row: defaulted loans (Part 1), defaulted leases (Part 2) and non-exempt transactions (Part 3). Any row warrants fiduciary review.
| Counterparty | Category | Relationship and terms |
|---|---|---|
LL No. 91 Welfare Fund Part 3 Non-exempt transaction | Non-exempt transaction |
Relationship, terms, address and dollar amount for each transaction are on Pro.
Amounts and terms are on Pro. Pro is free for 7 days and then costs $49 a month.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Nathan Hoellman Acrisure Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025