Bricklayers Allied Craftsmen Pension Plan Local No 3 — Form 5500 plan (Board Of Trustees Bricklayers Allied Craftsmen Pension Plan)
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 Pension Plan Local No 3 is a benefit plan reported by Board Of Trustees Bricklayers Allied Craftsmen Pension Plan under EIN 34-6682532 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $49,985,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bricklayers Allied Craftsmen Pension Plan
- EIN
- 34-6682532
- Plan number
- 001
- Plan type
- 1
- Location
- Holland, OH
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $49,985,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20250207103830NAL0025153506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,985,477
- Total liabilities (EOY)
- $62,764
- Net assets (EOY)
- $49,922,713
- Net assets (BOY)
- $47,102,296
Income & contributions
- Employer contributions
- $2,188,548
- Total contributions
- $2,188,548
- Total income / additions
- $6,846,422
Expenses & distributions
- Benefits paid
- $3,662,586
- Administrative expenses
- $363,419
- Total expenses
- $4,026,005
- Net increase / (decrease)
- $2,820,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Ohio Administrators | NONE | $65,144 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $49,908 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $34,800 | not reported in the loaded dataset | 2023 |
| Brown Advisory | NONE | $27,794 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick | NONE | $22,103 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $17,630 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Huntington Insurance | NONE | $9,996 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $8,658 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $6,584 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bricklayers Allied Craftsmen Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Holland, OH
- Northwestern Ohio Administrators — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Brown Advisory — Schedule C compensation
- Shumaker, Loop & Kendrick — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Huntington Insurance — Schedule C compensation
- Us Bank — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation