2023 Form 5500 filing — Arizona Bricklayers Pension Trust 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 20241014190756NAL0028133889001) for Arizona Bricklayers Pension Trust Fund, reported by Board Of Trustees - Arizona Bricklayers Pension Trust Fund under EIN 51-6119487 and plan number 001. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014190756NAL0028133889001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Arizona Bricklayers Pension Trust Fund
- EIN
- 51-6119487
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,515,533
- Total liabilities (EOY)
- $53,884
- Net assets (EOY)
- $23,461,649
- Employer contributions
- $95,633
- Total income / additions
- $2,136,493
- Benefits paid
- $2,007,592
- Administrative expenses
- $489,171
- Total expenses
- $2,496,763
- Net increase / (decrease)
- -$360,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Novara Tesija And Catenacci Pllc | NONE | $112,611 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $86,850 | not reported in the loaded dataset |
| Milliman | NONE | $80,031 | not reported in the loaded dataset |
| Verus Investments | NONE | $57,000 | not reported in the loaded dataset |
| Gust Rosenfeld | NONE | $27,248 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $25,977 | not reported in the loaded dataset |
| Asb Allegiance Real Estate Fund | NONE | $18,942 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $17,348 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $12,500 | not reported in the loaded dataset |
| Panagora Asset Management | NONE | $11,680 | not reported in the loaded dataset |
| Letterstream | NONE | $6,582 | not reported in the loaded dataset |