Bricklayers & Allied Craftworkers Local No. 4 Of New Jersey Pension Plan — Form 5500 plan (B.A.C. Local No. 4 Pension Fund)

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 No. 4 Of New Jersey Pension Plan is a benefit plan reported by B.A.C. Local No. 4 Pension Fund under EIN 22-6041493 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,689 participants and $134,606,260 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B.A.C. Local No. 4 Pension Fund
EIN
22-6041493
Plan number
001
Plan type
1
Location
Fairfield, NJ
Latest filing year
2023
Participants
1,689
End-of-year plan assets
$134,606,260

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,689H, C20241014100203NAL0013097443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,606,260
Total liabilities (EOY)
$290,258
Net assets (EOY)
$134,316,002
Net assets (BOY)
$128,268,120

Income & contributions

Employer contributions
$5,873,289
Total contributions
$5,873,289
Total income / additions
$15,016,905

Expenses & distributions

Benefits paid
$8,172,712
Administrative expenses
$796,311
Total expenses
$8,969,023
Net increase / (decrease)
$6,047,882

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intercontinental Real Estate Corp.NONE$156,898not reported in the loaded dataset2023
Investment Performance Services LLCNONE$75,000not reported in the loaded dataset2023
Newtower Trust CompanyNONE$57,978not reported in the loaded dataset2023
Chartwell Investment PartnersNONE$51,002not reported in the loaded dataset2023
Sierra Investment Partners Inc.NONE$45,503not reported in the loaded dataset2023
Virginia & Ambinder, LlpNONE$37,674not reported in the loaded dataset2023
Chicago Benefit Consultants Inc.NONE$30,650not reported in the loaded dataset2023
Richard J. Cummings, CpaNONE$30,000not reported in the loaded dataset2023
Susanin Widman & Brennan PcNONE$26,180not reported in the loaded dataset2023
Comerica BankNONE$18,221not reported in the loaded dataset2023
Schultheis & Panattieri LlpNONE$18,158not reported in the loaded dataset2023

Related Form 5500 pages