Arizona Bricklayers Pension Trust Fund — Form 5500 plan (Board Of Trustees - Arizona Bricklayers 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, Arizona Bricklayers Pension Trust Fund is a benefit plan reported by Board Of Trustees - Arizona Bricklayers Pension Trust Fund under EIN 51-6119487 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $23,515,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Arizona Bricklayers Pension Trust Fund
- EIN
- 51-6119487
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $23,515,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241014190756NAL0028133889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,515,533
- Total liabilities (EOY)
- $53,884
- Net assets (EOY)
- $23,461,649
- Net assets (BOY)
- $23,821,919
Income & contributions
- Employer contributions
- $95,633
- Total contributions
- $95,633
- Total income / additions
- $2,136,493
Expenses & distributions
- Benefits paid
- $2,007,592
- Administrative expenses
- $489,171
- Total expenses
- $2,496,763
- Net increase / (decrease)
- -$360,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Novara Tesija And Catenacci Pllc | NONE | $112,611 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $86,850 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $80,031 | not reported in the loaded dataset | 2023 |
| Verus Investments | NONE | $57,000 | not reported in the loaded dataset | 2023 |
| Gust Rosenfeld | NONE | $27,248 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $25,977 | not reported in the loaded dataset | 2023 |
| Asb Allegiance Real Estate Fund | NONE | $18,942 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $17,348 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | NONE | $11,680 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE | $6,582 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Arizona Bricklayers Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Novara Tesija And Catenacci Pllc — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Milliman — Schedule C compensation
- Verus Investments — Schedule C compensation
- Gust Rosenfeld — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Asb Allegiance Real Estate Fund — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Letterstream — Schedule C compensation