Bricklayers & Allied Craftsmen Local 7 Pension — Form 5500 plan (Board Of Trustees - Bricklayers 7 And Allied Craftsman Local No 7)
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 7 Pension is a benefit plan reported by Board Of Trustees - Bricklayers 7 And Allied Craftsman Local No 7 under EIN 34-6666798 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $42,356,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Bricklayers 7 And Allied Craftsman Local No 7
- EIN
- 34-6666798
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $42,356,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20250215071507NAL0050502338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,356,379
- Total liabilities (EOY)
- $298,401
- Net assets (EOY)
- $42,057,978
- Net assets (BOY)
- $43,741,957
Income & contributions
- Employer contributions
- $521,092
- Total contributions
- $521,092
- Total income / additions
- $2,018,229
Expenses & distributions
- Benefits paid
- $3,091,794
- Administrative expenses
- $610,414
- Total expenses
- $3,702,208
- Net increase / (decrease)
- -$1,683,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT CUSTODIAN | $170,851 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | ACTUARY | $92,363 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $59,040 | not reported in the loaded dataset | 2023 |
| Macala & Piatt | ATTORNEY | $24,248 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S Inc | AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $12,810 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Bricklayers 7 And Allied Craftsman Local No 7
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Morgan Stanley Smith Barney — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Macala & Piatt — Schedule C compensation
- Yurchyk & Davis Cpa'S Inc — Schedule C compensation
- Pbgc Premium — Schedule C compensation