2023 Form 5500 filing — Bricklayers Local No 3 Vacation And Holiday Fund

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 20241007192505NAL0007882899001) for Bricklayers Local No 3 Vacation And Holiday Fund, reported by Board Of Trustees, Bricklayers & Allied Craftsmen under EIN 94-3470240 and plan number 501. It reports 596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007192505NAL0007882899001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, Bricklayers & Allied Craftsmen
EIN
94-3470240
Plan number
501
Location
Pleasanton, CA
Participants
596
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,092,788
Total liabilities (EOY)
$859,053
Net assets (EOY)
$233,735
Employer contributions
$3,104,763
Total income / additions
$3,155,411
Benefits paid
$3,102,394
Administrative expenses
$62,691
Total expenses
$3,165,085
Net increase / (decrease)
-$9,674
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Withum Smith Brown PcNONE$20,504not reported in the loaded dataset
Miller Kaplan Arase LlpNONE$18,500not reported in the loaded dataset
Kraw Law GroupNONE$7,965not reported in the loaded dataset
Benesys Administrator IncNONE$5,977not reported in the loaded dataset

Related Form 5500 pages