Bricklayers And Stonemasons Local 5 Annuity Fund — Form 5500 plan (Board Of Trustees Of Bricklayers & Stonemasons Local 5 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 And Stonemasons Local 5 Annuity Fund is a benefit plan reported by Board Of Trustees Of Bricklayers & Stonemasons Local 5 Annuity Fund under EIN 23-6535428 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $13,591,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Bricklayers & Stonemasons Local 5 Annuity Fund
- EIN
- 23-6535428
- Plan number
- 001
- Plan type
- 1
- Location
- Cherry Hill, NJ
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $13,591,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20250306120207NAL0010153185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,591,133
- Net assets (EOY)
- $13,591,133
- Net assets (BOY)
- $13,094,292
Income & contributions
- Employer contributions
- $489,834
- Total contributions
- $623,092
- Total income / additions
- $2,635,444
Expenses & distributions
- Benefits paid
- $2,021,838
- Administrative expenses
- $116,765
- Total expenses
- $2,138,603
- Net increase / (decrease)
- $496,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | NONE | $46,168 | $0 | 2023 |
| Odonoghue & Odonoghue | NONE | $26,931 | not reported in the loaded dataset | 2023 |
| Benefit Processing, Inc | NONE | $18,633 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $8,250 | not reported in the loaded dataset | 2023 |
| D H Evans Tpa LLC Dba Path Administ | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Wells Fargo Clearing Services LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Bricklayers & Stonemasons Local 5 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cherry Hill, NJ
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Odonoghue & Odonoghue — Schedule C compensation
- Benefit Processing, Inc — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation
- D H Evans Tpa LLC Dba Path Administ — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation