Bricklayers' Pension Trust Fund-Metropolitan Area — Form 5500 plan (Joint Board Of Trustees Bricklayer Pension Trust 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' Pension Trust Fund-Metropolitan Area is a benefit plan reported by Joint Board Of Trustees Bricklayer Pension Trust Fund under EIN 51-6030972 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,968 participants and $181,538,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Bricklayer Pension Trust Fund
- EIN
- 51-6030972
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,968
- End-of-year plan assets
- $181,538,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,968 | H, C | 20250204110009NAL0008091137002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $181,538,192
- Total liabilities (EOY)
- $3,342,157
- Net assets (EOY)
- $178,196,035
- Net assets (BOY)
- $162,275,959
Income & contributions
- Employer contributions
- $12,754,462
- Total contributions
- $12,754,462
- Total income / additions
- $32,712,768
Expenses & distributions
- Benefits paid
- $15,491,798
- Administrative expenses
- $1,300,894
- Total expenses
- $16,792,692
- Net increase / (decrease)
- $15,920,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $142,989 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $141,264 | not reported in the loaded dataset | 2023 |
| Novara, Tesija & Catenacci, Pllc | NONE | $133,490 | not reported in the loaded dataset | 2023 |
| Newton Investment Management | NONE | $27,047 | $41,009 | 2023 |
| Morgan Stanley Global Banking | NONE | $57,768 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $56,242 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $40,121 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $29,400 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway, & Nichols | NONE | $26,850 | not reported in the loaded dataset | 2023 |
| Macqueen And Associates, LLC | NONE | $25,781 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., P.L.L.C. | NONE | $21,075 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $17,006 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $6,750 | $1,014 | 2023 |
| American Graphics Printing Co | NONE | $5,957 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Bricklayer Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- Newton Investment Management — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Bny Mellon — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Stefansky, Holloway, & Nichols — Schedule C compensation
- Macqueen And Associates, LLC — Schedule C compensation
- Bultynck & Co., P.L.L.C. — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Comerica Bank — Schedule C compensation
- American Graphics Printing Co — Schedule C compensation