Pension And Annuity Plan Of The Bricklayers Pension Fund — Form 5500 plan (Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension 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, Pension And Annuity Plan Of The Bricklayers Pension Fund is a benefit plan reported by Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund under EIN 51-6135291 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,769 participants and $242,475,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund
- EIN
- 51-6135291
- Plan number
- 001
- Plan type
- 1
- Location
- Rego Park, NY
- Latest filing year
- 2023
- Participants
- 2,769
- End-of-year plan assets
- $242,475,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,769 | H, C | 20241011150219NAL0012652659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,475,831
- Total liabilities (EOY)
- $4,332,871
- Net assets (EOY)
- $238,142,960
- Net assets (BOY)
- $216,054,400
Income & contributions
- Employer contributions
- $11,856,147
- Total contributions
- $11,856,147
- Total income / additions
- $38,718,417
Expenses & distributions
- Benefits paid
- $15,554,642
- Administrative expenses
- $1,075,215
- Total expenses
- $16,629,857
- Net increase / (decrease)
- $22,088,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| J. Cano | NONE | $148,758 | not reported in the loaded dataset | 2023 |
| P. Smyth | NONE | $144,585 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $111,650 | not reported in the loaded dataset | 2023 |
| R. Santoro Navarro | NONE | $105,459 | not reported in the loaded dataset | 2023 |
| V. Lettman | NONE | $89,063 | not reported in the loaded dataset | 2023 |
| I. Weitz | NONE | $80,681 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $79,560 | not reported in the loaded dataset | 2023 |
| A. Garcia | NONE | $76,893 | not reported in the loaded dataset | 2023 |
| Quanvest Consultants | NONE | $73,068 | not reported in the loaded dataset | 2023 |
| P. Esposito | NONE | $69,271 | not reported in the loaded dataset | 2023 |
| L. Pesiri | NONE | $66,821 | not reported in the loaded dataset | 2023 |
| A. Stokes | NONE | $63,129 | not reported in the loaded dataset | 2023 |
| Mogila Law Group | NONE | $52,030 | not reported in the loaded dataset | 2023 |
| Doar Rieck Devita Kaley & Mack | ATTORNEY | $50,786 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $47,225 | $0 | 2023 |
| Data Surge Solutions Of Ny Inc | NONE | $42,363 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank N.A. | NONE | $42,036 | not reported in the loaded dataset | 2023 |
| J. Desario | NONE | $40,005 | not reported in the loaded dataset | 2023 |
| Voya Investment Management | NONE | $33,561 | not reported in the loaded dataset | 2023 |
| Y. Feliciano | NONE | $33,464 | $0 | 2023 |
| Cunningham & Cunningham Llp | NONE | $28,843 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $20,337 | not reported in the loaded dataset | 2023 |
| Netsurit Consultants, Inc. | NONE | $5,046 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rego Park, NY
- J. Cano — Schedule C compensation
- P. Smyth — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- R. Santoro Navarro — Schedule C compensation
- V. Lettman — Schedule C compensation
- I. Weitz — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- A. Garcia — Schedule C compensation
- Quanvest Consultants — Schedule C compensation
- P. Esposito — Schedule C compensation
- L. Pesiri — Schedule C compensation
- A. Stokes — Schedule C compensation
- Mogila Law Group — Schedule C compensation
- Doar Rieck Devita Kaley & Mack — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Data Surge Solutions Of Ny Inc — Schedule C compensation
- Jpmorgan Chase Bank N.A. — Schedule C compensation
- J. Desario — Schedule C compensation
- Voya Investment Management — Schedule C compensation
- Y. Feliciano — Schedule C compensation
- Cunningham & Cunningham Llp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Netsurit Consultants, Inc. — Schedule C compensation