2023 Form 5500 filing — Bricklayers & Allied Craftworkers Local 3 Ny Rochester Chapter Pension 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 20241014154334NAL0013563059001) for Bricklayers & Allied Craftworkers Local 3 Ny Rochester Chapter Pension Fund, reported by Joint Board Of Trusts-Bricklayers & Allied Craftworkers Lo3 Ny Roch Pe under EIN 16-6019479 and plan number 001. It reports 853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154334NAL0013563059001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trusts-Bricklayers & Allied Craftworkers Lo3 Ny Roch Pe
- EIN
- 16-6019479
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,558,422
- Total liabilities (EOY)
- $4,423,791
- Net assets (EOY)
- $70,134,631
- Employer contributions
- $3,618,499
- Total income / additions
- $10,600,664
- Benefits paid
- $3,972,538
- Administrative expenses
- $767,645
- Total expenses
- $4,740,183
- Net increase / (decrease)
- $5,860,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $146,848 | not reported in the loaded dataset |
| Christina Barry | EMPLOYEE | $87,922 | not reported in the loaded dataset |
| The Segal Company | NONE | $83,023 | not reported in the loaded dataset |
| Debra Bennett | EMPLOYEE | $63,600 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $45,368 | $0 |
| Hgk Trinity Street Int Equity Fund | NONE | $40,979 | not reported in the loaded dataset |
| Modern Administration Systems LLC | NONE | $36,709 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $36,085 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $24,957 | not reported in the loaded dataset |
| Arcara Zucarelli & Lenda, Cpa | NONE | $18,009 | not reported in the loaded dataset |
| Chevy Chase | NONE | $12,239 | not reported in the loaded dataset |
| Manning & Napier Advisors, Inc. | NONE | $11,095 | $0 |
| Bac Local 3 Ny Building Corp. | AFFILIATE ORGANIZATION | $10,711 | not reported in the loaded dataset |
| Proloan Bond Fund | NONE | $10,443 | not reported in the loaded dataset |
| Chartwell Investment Partners, Llp | NONE | $9,059 | not reported in the loaded dataset |