Bricklayers & Allied Craftsmen Local 2 Annuity Fund — Form 5500 plan (Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd)
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 Craftsmen Local 2 Annuity Fund is a benefit plan reported by Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd under EIN 16-1298070 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,151 participants and $17,412,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd
- EIN
- 16-1298070
- Plan number
- 002
- Plan type
- 1
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 2,151
- End-of-year plan assets
- $17,412,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,151 | H, C | 20250212100314NAL0036446096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,412,733
- Total liabilities (EOY)
- $43,853
- Net assets (EOY)
- $17,368,880
- Net assets (BOY)
- $15,181,114
Income & contributions
- Employer contributions
- $1,824,939
- Total contributions
- $1,824,939
- Total income / additions
- $3,244,448
Expenses & distributions
- Benefits paid
- $876,150
- Administrative expenses
- $180,532
- Total expenses
- $1,056,682
- Net increase / (decrease)
- $2,187,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schultheis & Panettieri Llp | NONE | $29,788 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $28,057 | $0 | 2023 |
| Blitman & King | NONE | $11,469 | not reported in the loaded dataset | 2023 |
| Karpus Investment Management | NONE | $6,581 | not reported in the loaded dataset | 2023 |
| Ocio Monitor | NONE | $5,700 | not reported in the loaded dataset | 2023 |
| Walter Scott | NONE | $5,604 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Schultheis & Panettieri Llp — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Blitman & King — Schedule C compensation
- Karpus Investment Management — Schedule C compensation
- Ocio Monitor — Schedule C compensation
- Walter Scott — Schedule C compensation