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Board of Trustees of Central Laborers Annuity Plan

Jacksonville, IL · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.74Bnet assets across plans
41,379participant records16,579 active
$164Memployer contributions, latest plan years$9,870 per active record
$7.6MSchedule C compensation to organisations$184.40 per participant record

Board of Trustees of Central Laborers Annuity Plan, based in Jacksonville, Illinois, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 41,379 participant records and $1.74B in net assets.

The largest is Central Laborers Annuity Plan, a 401(k) plan with 24,935 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $164M and participant contributions $78K in the latest plan years; benefits paid were $147M. Schedule C compensation reported to service provider organisations totalled $7.6M.

Combined net assets moved from $876M in 2009 to $1.74B in 2024 (up 99%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Central Laborers Annuity Plan401(k) plan202424,935$355M$14,243$4,099$1.7M
Central Laborers' Pension Funddefined benefit pension plan202416,444$1.39B$84,361$22,616$5.9M
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $876M2010: $853M2011: $907M2012: $940M2013: $1.05B2014: $1.05B2015: $1.05B2016: $1.10B2017: $1.19B2018: $1.14B2019: $1.28B2020: $1.38B2021: $1.55B2022: $1.43B2023: $1.58B2024: $1.74B$876M$1.74B20092012201620202024
Combined net assets
2009: 28,0392010: 27,7142011: 27,3392012: 30,2192013: 31,1022014: 31,9702015: 32,4962016: 33,4042017: 33,9612018: 34,4592019: 34,6312020: 35,0472021: 36,5092022: 37,9382023: 39,5812024: 41,37928,03941,37920092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024241,379$1.74B$164M$78K
2023239,581$1.58B$154M$69K
2022237,938$1.43B$141M$75K
2021236,509$1.55B$133M$67K
2020235,047$1.38B$119M$96K
2019234,631$1.28B$115M$158K
2018234,459$1.14B$110M$152K
2017233,961$1.19B$104M$145K
2016233,404$1.10B$98.6M$125K
2015232,496$1.05B$95.7M$113K
2014231,970$1.05B$83.2M$101K
2013231,102$1.05B$70.2M$92K
2012230,219$940M$24.9M$71K
2011227,339$907M$71.0M$0
2010227,714$853M$73.5M$0
2009228,039$876M$70.1M$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Ullico Investment Advisors, Inc.Investment management2$2,449,958
Central Laborers Pension FundContract Administrator1$904,894
Principal Enhanced Property FundInvestment management2$652,985
Bridgeway Benefit Technologies, LLCOther services1$616,910
Romolo & Associates, LLCAccounting (including auditing)2$472,599
Hudson Edge Investment PartnersInvestment management1$442,854
American Realty AdvisorsInvestment management1$362,103
Parametric Portfolio Associates LLCInvestment management2$279,642
Marquette & AssociatesConsulting (general)2$261,870
The Segal CompanyActuarial1$166,740
Crescent Capital High Income Fund BInvestment management1$158,638
Rhumbline AdvisersInvestment management1$155,585
Bragee & Thompson, CPAS, LLCAccounting (including auditing)1$109,628
Shelton Capital ManagementInvestment management1$25,179
Cavanagh & O'Hara LLPLegal1$14,285

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Ullico Investment Advisors, Inc.$2.4M
Central Laborers Pension Fund$905K
Principal Enhanced Property Fund$653K
Bridgeway Benefit Technologies, LLC$617K
Romolo & Associates, LLC$473K
Hudson Edge Investment Partners$443K
American Realty Advisors$362K
Parametric Portfolio Associates LLC$280K

Questions and answers

How many retirement plans does Board of Trustees of Central Laborers Annuity Plan have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Central Laborers Annuity Plan and Central Laborers' Pension Fund. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Board of Trustees of Central Laborers Annuity Plan contribute to its plans?

$163,636,172 in employer contributions across these plans in their latest plan years, about $9,870 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Ullico Investment Advisors, Inc., Central Laborers Pension Fund, Principal Enhanced Property Fund and Bridgeway Benefit Technologies, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.