Bricklayers & Allied Craftworkers Local 3 Ny Rochester Chapter Welfare Fund — Form 5500 plan (Joint Board Of Trustees Bricklayers &)
Plain-English plan 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, Bricklayers & Allied Craftworkers Local 3 Ny Rochester Chapter Welfare Fund is a benefit plan reported by Joint Board Of Trustees Bricklayers & under EIN 16-0983640 and plan number 501. The latest loaded filing year is 2023. The filing reports 699 participants and $7,560,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Bricklayers &
- EIN
- 16-0983640
- Plan number
- 501
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 699
- End-of-year plan assets
- $7,560,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 699 | H, C | 20250205092210NAL0016530544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,560,104
- Total liabilities (EOY)
- $182,667
- Net assets (EOY)
- $7,377,437
- Net assets (BOY)
- $6,467,156
Income & contributions
- Employer contributions
- $4,891,492
- Participant contributions
- $843,029
- Total contributions
- $5,734,521
- Total income / additions
- $6,456,257
Expenses & distributions
- Benefits paid
- $5,208,131
- Administrative expenses
- $337,845
- Total expenses
- $5,545,976
- Net increase / (decrease)
- $910,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Modern Administration Systems LLC | NONE | $44,479 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $26,134 | not reported in the loaded dataset | 2023 |
| Bonadio & Co, Llp | NONE | $23,079 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusiano & Stacey Cpa | NONE | $15,839 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $14,248 | $0 | 2023 |
| Bac Local 3 Ny Building Corp. | AFFILIATE LANDLORD | $13,680 | not reported in the loaded dataset | 2023 |
| Excellus Blue Cross Blue Shield | NONE | $6,763 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Bricklayers &
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Modern Administration Systems LLC — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Bonadio & Co, Llp — Schedule C compensation
- Arcara Lenda Eusiano & Stacey Cpa — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Bac Local 3 Ny Building Corp. — Schedule C compensation
- Excellus Blue Cross Blue Shield — Schedule C compensation