2023 Form 5500 filing — Bricklayers & Allied Craftworkers, Loc 2, Albany Ny 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 20250211114846NAL0019540609001) for Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund, reported by Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd under EIN 14-6075802 and plan number 001. It reports 1,452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211114846NAL0019540609001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd
- EIN
- 14-6075802
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 1,452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,984,457
- Total liabilities (EOY)
- $724,558
- Net assets (EOY)
- $125,259,899
- Employer contributions
- $7,206,195
- Total income / additions
- $16,852,247
- Benefits paid
- $10,195,345
- Administrative expenses
- $1,029,270
- Total expenses
- $11,224,615
- Net increase / (decrease)
- $5,627,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $220,266 | $0 |
| Schultheis & Panettieri Llp | NONE | $111,076 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $83,200 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $55,616 | not reported in the loaded dataset |
| Ocio Monitor | NONE | $45,600 | not reported in the loaded dataset |
| Karpus Investment Management | NONE | $45,559 | not reported in the loaded dataset |
| Thomas White International | NONE | $35,997 | not reported in the loaded dataset |
| Chevy Chase Trust Company (Blackroc | NONE | $28,741 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $28,653 | $0 |
| Dolan Mceniry Capital Mgt LLC | NONE | $21,264 | not reported in the loaded dataset |
| Polen Capital Management LLC | NONE | $19,173 | not reported in the loaded dataset |
| Joseph W Mccarthy & Associates | NONE | $16,763 | not reported in the loaded dataset |
| Silvercrest Asset Mgt Group LLC | NONE | $16,202 | not reported in the loaded dataset |
| Modern Administration Systems LLC | NONE | $12,655 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $12,153 | not reported in the loaded dataset |
| Secure Network Technologies | NONE | $6,466 | not reported in the loaded dataset |
| Integra Consulting Inc | NONE | $5,648 | not reported in the loaded dataset |