Bricklayers & Allied Craftworkers Local No. 5 Pension Plan — Form 5500 plan (Bricklayers & Allied Craftworkers Local No. 5 Pension Plan)
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 Craftworkers Local No. 5 Pension Plan is a benefit plan reported by Bricklayers & Allied Craftworkers Local No. 5 Pension Plan under EIN 80-0083075 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,299 participants and $80,510,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bricklayers & Allied Craftworkers Local No. 5 Pension Plan
- EIN
- 80-0083075
- Plan number
- 001
- Plan type
- 1
- Location
- Fairfield, NJ
- Latest filing year
- 2023
- Participants
- 1,299
- End-of-year plan assets
- $80,510,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,299 | H, C | 20241014100203NAL0013097443005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,510,889
- Total liabilities (EOY)
- $620,795
- Net assets (EOY)
- $79,890,094
- Net assets (BOY)
- $77,182,485
Income & contributions
- Employer contributions
- $6,987,147
- Total contributions
- $6,987,147
- Total income / additions
- $12,065,314
Expenses & distributions
- Benefits paid
- $8,630,827
- Administrative expenses
- $726,878
- Total expenses
- $9,357,705
- Net increase / (decrease)
- $2,707,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intercontinental Real Estate Corp. | NONE | $97,022 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder, Llp | NONE | $45,861 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan Pc | NONE | $32,522 | not reported in the loaded dataset | 2023 |
| Chicago Benefit Consultants Inc. | NONE | $31,442 | not reported in the loaded dataset | 2023 |
| Schultheis & Panattieri Llp | NONE | $30,451 | not reported in the loaded dataset | 2023 |
| Richard J. Cummings Cpa | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $28,161 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $27,372 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners Inc. | NONE | $25,391 | not reported in the loaded dataset | 2023 |
| Principal Bank | NONE | $16,571 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bricklayers & Allied Craftworkers Local No. 5 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Fairfield, NJ
- Intercontinental Real Estate Corp. — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Virginia & Ambinder, Llp — Schedule C compensation
- Susanin Widman & Brennan Pc — Schedule C compensation
- Chicago Benefit Consultants Inc. — Schedule C compensation
- Schultheis & Panattieri Llp — Schedule C compensation
- Richard J. Cummings Cpa — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Sierra Investment Partners Inc. — Schedule C compensation
- Principal Bank — Schedule C compensation