2023 Form 5500 filing — Bricklayers & Allied Craftworkers Local No. 5 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 20241014100203NAL0013097443005) for Bricklayers & Allied Craftworkers Local No. 5 Pension Plan, reported by Bricklayers & Allied Craftworkers Local No. 5 Pension Plan under EIN 80-0083075 and plan number 001. It reports 1,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100203NAL0013097443005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bricklayers & Allied Craftworkers Local No. 5 Pension Plan
- EIN
- 80-0083075
- Plan number
- 001
- Location
- Fairfield, NJ
- Participants
- 1,299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,510,889
- Total liabilities (EOY)
- $620,795
- Net assets (EOY)
- $79,890,094
- Employer contributions
- $6,987,147
- Total income / additions
- $12,065,314
- Benefits paid
- $8,630,827
- Administrative expenses
- $726,878
- Total expenses
- $9,357,705
- Net increase / (decrease)
- $2,707,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intercontinental Real Estate Corp. | NONE | $97,022 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $75,000 | not reported in the loaded dataset |
| Virginia & Ambinder, Llp | NONE | $45,861 | not reported in the loaded dataset |
| Susanin Widman & Brennan Pc | NONE | $32,522 | not reported in the loaded dataset |
| Chicago Benefit Consultants Inc. | NONE | $31,442 | not reported in the loaded dataset |
| Schultheis & Panattieri Llp | NONE | $30,451 | not reported in the loaded dataset |
| Richard J. Cummings Cpa | NONE | $30,000 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $28,161 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $27,372 | not reported in the loaded dataset |
| Sierra Investment Partners Inc. | NONE | $25,391 | not reported in the loaded dataset |
| Principal Bank | NONE | $16,571 | not reported in the loaded dataset |