2023 Form 5500 filing — Bricklayers & Allied Craftsmen Local 2 Annuity 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 20250212100314NAL0036446096001) for Bricklayers & Allied Craftsmen Local 2 Annuity Fund, reported by Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd under EIN 16-1298070 and plan number 002. It reports 2,151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212100314NAL0036446096001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd
- EIN
- 16-1298070
- Plan number
- 002
- Location
- Albany, NY
- Participants
- 2,151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,412,733
- Total liabilities (EOY)
- $43,853
- Net assets (EOY)
- $17,368,880
- Employer contributions
- $1,824,939
- Total income / additions
- $3,244,448
- Benefits paid
- $876,150
- Administrative expenses
- $180,532
- Total expenses
- $1,056,682
- Net increase / (decrease)
- $2,187,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schultheis & Panettieri Llp | NONE | $29,788 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $28,057 | $0 |
| Blitman & King | NONE | $11,469 | not reported in the loaded dataset |
| Karpus Investment Management | NONE | $6,581 | not reported in the loaded dataset |
| Ocio Monitor | NONE | $5,700 | not reported in the loaded dataset |
| Walter Scott | NONE | $5,604 | not reported in the loaded dataset |