2023 Form 5500 filing — Bricklayers & Trowel Trades International Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730202014NAL0013832563001) for Bricklayers & Trowel Trades International Pension Fund, reported by Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee under EIN 52-6127746 and plan number 001. It reports 77,327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730202014NAL0013832563001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee
- EIN
- 52-6127746
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 77,327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,758,540,901
- Total liabilities (EOY)
- $13,611,213
- Net assets (EOY)
- $1,744,929,688
- Employer contributions
- $123,023,339
- Total income / additions
- $310,759,635
- Benefits paid
- $159,401,823
- Administrative expenses
- $17,923,881
- Total expenses
- $177,325,704
- Net increase / (decrease)
- $133,433,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Int'L Union Of Bac | EMPLOYEE ORGANIZATION | $4,793,366 | not reported in the loaded dataset |
| Alan D. Biller & Associates, Inc. | NONE | $935,625 | not reported in the loaded dataset |
| Arrowmark Capital | NONE | $816,696 | not reported in the loaded dataset |
| Cheiron, Inc | NONE | $323,408 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $238,952 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $210,876 | not reported in the loaded dataset |
| Lester W. Kauffman Iii | EMPLOYEE | $196,354 | $0 |
| Walter Scott & Partners Limited | not reported in the loaded dataset | $155,371 | $0 |
| O'Dwyer & Bernstien Llp | NONE | $149,374 | not reported in the loaded dataset |
| Michael Shelton | EMPLOYEE | $138,304 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $136,390 | not reported in the loaded dataset |
| Richard J. Wolf & Company | NONE | $125,888 | not reported in the loaded dataset |
| Christopher M. Jeffrey | EMPLOYEE | $108,526 | not reported in the loaded dataset |
| Comerica | NONE | $99,321 | $0 |
| Wells Fargo | NONE | $99,317 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $94,455 | $0 |
| Pointers Cleaners & Caulkers | NONE | $94,367 | not reported in the loaded dataset |
| Nancy Callahan | EMPLOYEE | $94,139 | not reported in the loaded dataset |
| Susan Flaherty | EMPLOYEE | $89,474 | not reported in the loaded dataset |
| Arlene Bautista | EMPLOYEE | $89,301 | not reported in the loaded dataset |
| Reginald Vergara | EMPLOYEE | $87,893 | not reported in the loaded dataset |
| Tile, Terrazzo & Marble | NONE | $86,735 | not reported in the loaded dataset |
| John Bellucci | EMPLOYEE | $84,734 | not reported in the loaded dataset |
| Arnold & Kadjan, Llp | NONE | $81,706 | not reported in the loaded dataset |
| Fontana Lithograph, Inc | NONE | $76,596 | not reported in the loaded dataset |
| Mercedes Averytt | EMPLOYEE | $75,901 | not reported in the loaded dataset |
| Danielle Hoyle | EMPLOYEE | $74,182 | not reported in the loaded dataset |
| Sherridan Bacchus | EMPLOYEE | $71,056 | not reported in the loaded dataset |
| Cynthia Evans | EMPLOYEE | $70,581 | not reported in the loaded dataset |
| Natalia Thomas | EMPLOYEE | $67,075 | not reported in the loaded dataset |
| Fuiman Mogila, Llp | NONE | $66,837 | not reported in the loaded dataset |
| Documetrics, Inc | NONE | $63,822 | not reported in the loaded dataset |
| Dorothy Norris | EMPLOYEE | $63,529 | not reported in the loaded dataset |
| Bac Services Corporation | NONE | $62,406 | not reported in the loaded dataset |
| Marie S. Keung | EMPLOYEE | $62,373 | not reported in the loaded dataset |
| Stephanie B Lopez | EMPLOYEE | $59,924 | not reported in the loaded dataset |
| Charissa Wiltshire | EMPLOYEE | $59,623 | not reported in the loaded dataset |
| Innovative Software Solutions Inc. | NONE | $57,658 | not reported in the loaded dataset |
| Bac Of Mi Health & Welfare Fund | NONE | $57,419 | not reported in the loaded dataset |
| David Stupar | EMPLOYEE | $56,964 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies,LLC | NONE | $56,410 | not reported in the loaded dataset |
| Arcara Zucarelli Lenda & Assoc. Cpa | NONE | $45,679 | not reported in the loaded dataset |
| Virginia & Ambinder, Llp | NONE | $42,700 | not reported in the loaded dataset |
| J.P. Morgan Funds | NONE | $42,157 | not reported in the loaded dataset |
| Bricklayers Fringe Benefit Funds | NONE | $39,530 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $39,286 | not reported in the loaded dataset |
| Zenith | NONE | $26,891 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $25,000 | $0 |
| National Coordinating Committee | NONE | $23,800 | not reported in the loaded dataset |
| Vanessa Lazo-Molina | EMPLOYEE | $22,539 | not reported in the loaded dataset |
| New Jersey Bac Health Fund | NONE | $22,402 | not reported in the loaded dataset |
| Relx, Inc. | NONE | $21,556 | not reported in the loaded dataset |
| Bac Pension Trust Fund-Metro Area | NONE | $19,273 | not reported in the loaded dataset |
| Tile Industry Trust Funds | NONE | $15,269 | not reported in the loaded dataset |
| The Previant Law Firm | NONE | $14,900 | not reported in the loaded dataset |
| Construction Benefits Audit Co | NONE | $13,663 | not reported in the loaded dataset |
| Imagex, Inc. | NONE | $13,499 | not reported in the loaded dataset |
| Marcus A. Duquiatan | EMPLOYEE | $10,354 | not reported in the loaded dataset |
| Carousel Industries Of North Americ | NONE | $9,559 | not reported in the loaded dataset |
| Microsoft Licensing Group | NONE | $8,624 | not reported in the loaded dataset |
| At&T | NONE | $8,328 | not reported in the loaded dataset |
| First Citizens Bank & Trust Co | NONE | $8,109 | not reported in the loaded dataset |
| At&T Mobility | NONE | $7,729 | not reported in the loaded dataset |
| Combined Crafts Statewide Audit | NONE | $7,000 | not reported in the loaded dataset |
| Grabel Schnieders Hollmann & Co | NONE | $6,830 | not reported in the loaded dataset |
| Citrix System | NONE | $6,325 | not reported in the loaded dataset |
| Hello, Hillary R. Coggeshall, LLC | NONE | $6,300 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins | NONE | $6,211 | not reported in the loaded dataset |
| Stefansky, Holloway & Nichols, Inc | NONE | $5,923 | not reported in the loaded dataset |
| Council Of Institutional Inv | NONE | $5,200 | not reported in the loaded dataset |