Bricklayers Local 1 Of Pa/De Annuity Fund — Form 5500 plan (Bricklayers Local 1 Of Pa/De Annuity 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 Local 1 Of Pa/De Annuity Fund is a benefit plan reported by Bricklayers Local 1 Of Pa/De Annuity Fund under EIN 23-2469568 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,772 participants and $326,215,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bricklayers Local 1 Of Pa/De Annuity Fund
EIN
23-2469568
Plan number
002
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
2,772
End-of-year plan assets
$326,215,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,772H, C20251222115129NAL0009676337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$326,215,582
Total liabilities (EOY)
$129,025
Net assets (EOY)
$326,086,557
Net assets (BOY)
$305,191,203

Income & contributions

Employer contributions
$16,735,585
Total contributions
$16,735,585
Total income / additions
$50,017,614

Expenses & distributions

Benefits paid
$28,150,044
Administrative expenses
$972,216
Total expenses
$29,122,260
Net increase / (decrease)
$20,895,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard InvestmentsNONE$752,036not reported in the loaded dataset2023
Bbp Of DviNONE$131,922not reported in the loaded dataset2023
Anthony M Pontarellia Cpa LLCNONE$40,000not reported in the loaded dataset2023
Thomas Mcgoldrick EsqNONE$24,000not reported in the loaded dataset2023
O'Donoghue And O'Donoghue LlpNONE$5,654not reported in the loaded dataset2023

Related Form 5500 pages