2023 Form 5500 filing — Pension Plan Of International Union Of Bricklayers Allied Craftworkers, Local #15 Pa

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 20250415095452NAL0003195825002) for Pension Plan Of International Union Of Bricklayers Allied Craftworkers, Local #15 Pa, reported by Pension Plan Of Int'L Union Of Bricklaye Rs And Allied Craftworkers, L under EIN 23-6289032 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250415095452NAL0003195825002
Filing year
2023
Form type
1
Plan sponsor
Pension Plan Of Int'L Union Of Bricklaye Rs And Allied Craftworkers, L
EIN
23-6289032
Plan number
001
Location
Salem, VA
Participants
166
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,940,495
Total liabilities (EOY)
$50,633
Net assets (EOY)
$8,889,862
Employer contributions
$351,251
Total income / additions
$1,457,790
Benefits paid
$1,351,005
Administrative expenses
$119,758
Total expenses
$1,470,763
Net increase / (decrease)
-$12,973
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lawrence C. Musgrove Associates IncADMINISTRATION$36,000not reported in the loaded dataset
Pfm Asset ManagementINVESTMENT CONSULTANT$34,268not reported in the loaded dataset
Campbell Rappold & Yurasits LlpAUDITOR$14,275not reported in the loaded dataset
Richard Gabriel & AssocACTUARY$14,000not reported in the loaded dataset

Related Form 5500 pages