Bricklayers Local No. 1 Of Ky. Pension Trust Fund — Form 5500 plan (Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust)
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 Local No. 1 Of Ky. Pension Trust Fund is a benefit plan reported by Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust under EIN 61-6043094 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,109 participants and $21,449,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust
- EIN
- 61-6043094
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,109
- End-of-year plan assets
- $21,449,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,109 | H, C | 20241013153008NAL0049586258002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,449,161
- Total liabilities (EOY)
- $99,956
- Net assets (EOY)
- $21,349,205
- Net assets (BOY)
- $20,247,136
Income & contributions
- Employer contributions
- $1,415,309
- Total contributions
- $1,434,202
- Total income / additions
- $2,996,339
Expenses & distributions
- Benefits paid
- $1,564,403
- Administrative expenses
- $329,867
- Total expenses
- $1,894,270
- Net increase / (decrease)
- $1,102,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ledbetter Partners LLC | ATTORNEY | $56,671 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc. | ACTUARY | $32,380 | not reported in the loaded dataset | 2023 |
| Tic International Corp | CONTRACT ADMINISTRATOR | $23,679 | not reported in the loaded dataset | 2023 |
| Investment Performance Serv LLC | INVESTMENT CONSULTANT | $22,495 | not reported in the loaded dataset | 2023 |
| Intercontinental Us Real Estate Fd | INVESTMENT MANAGER | $21,923 | not reported in the loaded dataset | 2023 |
| Boston Partners | INVESTMENT MANAGEMENT | $20,135 | not reported in the loaded dataset | 2023 |
| Victory Capital | INVESTMENT MANAGER | $20,061 | not reported in the loaded dataset | 2023 |
| Bny Mellon | INVESTMENT MANAGER | $8,953 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
| Anrold & Kadjan Llp | ATTORNEY | $7,503 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Ledbetter Partners LLC — Schedule C compensation
- United Actuarial Services Inc. — Schedule C compensation
- Tic International Corp — Schedule C compensation
- Investment Performance Serv LLC — Schedule C compensation
- Intercontinental Us Real Estate Fd — Schedule C compensation
- Boston Partners — Schedule C compensation
- Victory Capital — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Anrold & Kadjan Llp — Schedule C compensation