2023 Form 5500 filing — Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan
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 20250415081508NAL0006020642001) for Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan, reported by Board Of Trustees Bricklayers & Allied Craftsmen Local Union No. 7 under EIN 61-1009082 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415081508NAL0006020642001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bricklayers & Allied Craftsmen Local Union No. 7
- EIN
- 61-1009082
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,260,311
- Total liabilities (EOY)
- $12,583
- Net assets (EOY)
- $8,247,728
- Employer contributions
- $430,019
- Total income / additions
- $1,294,597
- Benefits paid
- $442,548
- Administrative expenses
- $106,812
- Total expenses
- $549,360
- Net increase / (decrease)
- $745,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT MANAGEMENT | $62,423 | not reported in the loaded dataset |
| Ledbetter Partners LLC | ATTORNEY | $14,273 | not reported in the loaded dataset |
| Umr | CONTRACT ADMINISTRATION | $12,000 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $6,000 | not reported in the loaded dataset |