2023 Form 5500 filing — B.A.C. Local 1 - De/Pa Pension Trust
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 20250115195803NAL0022201969002) for B.A.C. Local 1 - De/Pa Pension Trust, reported by Bricklayers Local Union No 1 Of Delaware under EIN 51-6019120 and plan number 001. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115195803NAL0022201969002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bricklayers Local Union No 1 Of Delaware
- EIN
- 51-6019120
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,504,239
- Total liabilities (EOY)
- $195,312
- Net assets (EOY)
- $41,308,927
- Employer contributions
- $1,506,969
- Total income / additions
- $9,612,784
- Benefits paid
- $1,626,631
- Administrative expenses
- $376,348
- Total expenses
- $2,002,979
- Net increase / (decrease)
- $7,609,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun Associates | NONE | $97,876 | not reported in the loaded dataset |
| Zenith American Solutions, Inc. | NONE | $93,588 | not reported in the loaded dataset |
| Segal Company | NONE | $63,094 | not reported in the loaded dataset |
| Holroyd Gelman, P.C. | NONE | $22,000 | not reported in the loaded dataset |
| Belfint, Lyons & Shuman, P.A. | NONE | $21,450 | not reported in the loaded dataset |
| Pnc Bank | NONE | $20,125 | not reported in the loaded dataset |