2023 Form 5500 filing — Northwest Bricklayers Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003141202NAL0010652753001) for Northwest Bricklayers Pension Plan, reported by Northwest Bricklayers Pension Trust under EIN 93-6034946 and plan number 001. It reports 2,297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003141202NAL0010652753001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Northwest Bricklayers Pension Trust
- EIN
- 93-6034946
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 2,297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,730,890
- Total liabilities (EOY)
- $238,804
- Net assets (EOY)
- $124,492,086
- Employer contributions
- $10,341,351
- Total income / additions
- $24,720,983
- Benefits paid
- $12,251,059
- Administrative expenses
- $825,540
- Total expenses
- $13,076,599
- Net increase / (decrease)
- $11,644,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Masonry Industry Trust Admin. | not reported in the loaded dataset | $251,528 | not reported in the loaded dataset |
| Bradley L. Middleton, Pc | not reported in the loaded dataset | $164,680 | not reported in the loaded dataset |
| Newtower Trust Company | not reported in the loaded dataset | not reported in the loaded dataset | $92,535 |
| Metropolitan West Asset Mgmt, LLC | not reported in the loaded dataset | not reported in the loaded dataset | $87,318 |
| Pimco | not reported in the loaded dataset | not reported in the loaded dataset | $81,211 |
| Middleton & Company, Cpa, Pc | not reported in the loaded dataset | $81,000 | not reported in the loaded dataset |
| Verus Investments | not reported in the loaded dataset | $74,233 | not reported in the loaded dataset |
| Dodge & Cox Stock | not reported in the loaded dataset | not reported in the loaded dataset | $66,923 |
| Milliman | not reported in the loaded dataset | $59,913 | not reported in the loaded dataset |
| Touchstone Advisors Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $50,222 |
| Washington Capital Management, Inc. | not reported in the loaded dataset | $49,063 | not reported in the loaded dataset |
| Wells Fargo Fund Management, LLC. | not reported in the loaded dataset | not reported in the loaded dataset | $44,558 |
| Dodge & Cox International Stock | not reported in the loaded dataset | not reported in the loaded dataset | $31,797 |
| Key Corporation | not reported in the loaded dataset | $27,763 | $242 |
| Markel American Ins. Co. | not reported in the loaded dataset | $25,082 | not reported in the loaded dataset |
| Capital Research & Management Co. | not reported in the loaded dataset | not reported in the loaded dataset | $22,636 |
| The Vanguard Group, Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $7,438 |
| The Vanguard Group, Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $7,119 |
| The Vanguard Group, Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $3,676 |