Nw Bricklayers & Allied Craftworkers Dc Retirement Plan — Form 5500 plan (Joint Board Of Trustees, Nw Bricklayers & Allied Craftworkers)
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, Nw Bricklayers & Allied Craftworkers Dc Retirement Plan is a benefit plan reported by Joint Board Of Trustees, Nw Bricklayers & Allied Craftworkers under EIN 91-1832764 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,415 participants and $32,615,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees, Nw Bricklayers & Allied Craftworkers
- EIN
- 91-1832764
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,415
- End-of-year plan assets
- $32,615,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,415 | H, C | 20241011183030NAL0022522641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,615,893
- Total liabilities (EOY)
- $71,774
- Net assets (EOY)
- $32,544,119
- Net assets (BOY)
- $28,076,725
Income & contributions
- Employer contributions
- $1,924,416
- Total contributions
- $1,924,416
- Total income / additions
- $6,092,458
Expenses & distributions
- Benefits paid
- $1,423,700
- Administrative expenses
- $201,364
- Total expenses
- $1,625,064
- Net increase / (decrease)
- $4,467,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwps | NONE | $71,773 | not reported in the loaded dataset | 2023 |
| Bradley L Middleton, Pc | NONE | $44,553 | not reported in the loaded dataset | 2023 |
| Masonry Industry Trust Admin. | NONE | $25,803 | not reported in the loaded dataset | 2023 |
| Middleton & Co Cpa Pc | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Scott Capital Advisors | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $10,704 | not reported in the loaded dataset | 2023 |
| Markel American Insurance Co | NONE | $4,188 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees, Nw Bricklayers & Allied Craftworkers
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Nwps — Schedule C compensation
- Bradley L Middleton, Pc — Schedule C compensation
- Masonry Industry Trust Admin. — Schedule C compensation
- Middleton & Co Cpa Pc — Schedule C compensation
- Scott Capital Advisors — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Markel American Insurance Co — Schedule C compensation