Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan — Form 5500 plan (Board Of Trustees Bricklayers & Allied Craftsmen Local Union 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 Union No. 7 Retirement Plan is a benefit plan reported by Board Of Trustees Bricklayers & Allied Craftsmen Local Union No. 7 under EIN 61-1009082 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $8,260,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bricklayers & Allied Craftsmen Local Union No. 7
- EIN
- 61-1009082
- Plan number
- 001
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $8,260,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20250415081508NAL0006020642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,260,311
- Total liabilities (EOY)
- $12,583
- Net assets (EOY)
- $8,247,728
- Net assets (BOY)
- $7,502,491
Income & contributions
- Employer contributions
- $430,019
- Total contributions
- $430,019
- Total income / additions
- $1,294,597
Expenses & distributions
- Benefits paid
- $442,548
- Administrative expenses
- $106,812
- Total expenses
- $549,360
- Net increase / (decrease)
- $745,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVESTMENT MANAGEMENT | $62,423 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | ATTORNEY | $14,273 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMINISTRATION | $12,000 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bricklayers & Allied Craftsmen Local Union No. 7
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Merrill Lynch — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Umr — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation