Bricklayers Local 8 & Plasterers Local 233 Pension Plan — Form 5500 plan (Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees)
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 8 & Plasterers Local 233 Pension Plan is a benefit plan reported by Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees under EIN 23-6477536 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $17,713,762 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees
- EIN
- 23-6477536
- Plan number
- 001
- Plan type
- 1
- Location
- Cherry Hill, NJ
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $17,713,762
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241014104507NAL0025956689003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,713,762
- Total liabilities (EOY)
- $41,454
- Net assets (EOY)
- $17,672,308
- Net assets (BOY)
- $16,096,034
Income & contributions
- Employer contributions
- $938,234
- Total contributions
- $938,234
- Total income / additions
- $3,749,553
Expenses & distributions
- Benefits paid
- $1,975,531
- Administrative expenses
- $197,748
- Total expenses
- $2,173,279
- Net increase / (decrease)
- $1,576,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eagle Ridge Investment Management | PLAN INVESTMENT ADVISOR | $81,948 | not reported in the loaded dataset | 2023 |
| Benefit Processing, Inc. | CONTRACT ADMINISTRATOR | $34,214 | not reported in the loaded dataset | 2023 |
| Buckno Lisicky & Company | PLAN AUDITOR | $26,000 | not reported in the loaded dataset | 2023 |
| Rae Group LLC | PLAN ACTUARY | $12,625 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | PLAN ATTORNEY | $12,565 | not reported in the loaded dataset | 2023 |
| Van Horn Insurance Agency | PLAN FIDUCUARY INSURANCE | $10,744 | not reported in the loaded dataset | 2023 |
| Pension Benefit Guaranty Corp. | PBGC SERVICES | $7,735 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cherry Hill, NJ
- Eagle Ridge Investment Management — Schedule C compensation
- Benefit Processing, Inc. — Schedule C compensation
- Buckno Lisicky & Company — Schedule C compensation
- Rae Group LLC — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Van Horn Insurance Agency — Schedule C compensation
- Pension Benefit Guaranty Corp. — Schedule C compensation