Plan5500

2023 Form 5500 filing — Bricklayers & Allied Craftsmen Local 7 Pension

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 20250215071507NAL0050502338001) for Bricklayers & Allied Craftsmen Local 7 Pension, reported by Board Of Trustees - Bricklayers 7 And Allied Craftsman Local No 7 under EIN 34-6666798 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250215071507NAL0050502338001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees - Bricklayers 7 And Allied Craftsman Local No 7
EIN
34-6666798
Plan number
001
Location
Canfield, OH
Participants
366
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$42,356,379
Total liabilities (EOY)
$298,401
Net assets (EOY)
$42,057,978
Employer contributions
$521,092
Total income / additions
$2,018,229
Benefits paid
$3,091,794
Administrative expenses
$610,414
Total expenses
$3,702,208
Net increase / (decrease)
-$1,683,979
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith BarneyINVESTMENT CUSTODIAN$170,851not reported in the loaded dataset
United Actuarial ServicesACTUARY$92,363not reported in the loaded dataset
Benesys, Inc.THIRD PARTY ADMINISTRATOR$59,040not reported in the loaded dataset
Macala & PiattATTORNEY$24,248not reported in the loaded dataset
Yurchyk & Davis Cpa'S IncAUDITOR$20,000not reported in the loaded dataset
Pbgc PremiumNONE$12,810not reported in the loaded dataset

Related Form 5500 pages