2023 Form 5500 filing — Pension And Annuity Plan Of The Bricklayers 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 20241011150219NAL0012652659001) for Pension And Annuity Plan Of The Bricklayers Pension Fund, reported by Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund under EIN 51-6135291 and plan number 001. It reports 2,769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150219NAL0012652659001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund
- EIN
- 51-6135291
- Plan number
- 001
- Location
- Rego Park, NY
- Participants
- 2,769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,475,831
- Total liabilities (EOY)
- $4,332,871
- Net assets (EOY)
- $238,142,960
- Employer contributions
- $11,856,147
- Total income / additions
- $38,718,417
- Benefits paid
- $15,554,642
- Administrative expenses
- $1,075,215
- Total expenses
- $16,629,857
- Net increase / (decrease)
- $22,088,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J. Cano | NONE | $148,758 | not reported in the loaded dataset |
| P. Smyth | NONE | $144,585 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $111,650 | not reported in the loaded dataset |
| R. Santoro Navarro | NONE | $105,459 | not reported in the loaded dataset |
| V. Lettman | NONE | $89,063 | not reported in the loaded dataset |
| I. Weitz | NONE | $80,681 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $79,560 | not reported in the loaded dataset |
| A. Garcia | NONE | $76,893 | not reported in the loaded dataset |
| Quanvest Consultants | NONE | $73,068 | not reported in the loaded dataset |
| P. Esposito | NONE | $69,271 | not reported in the loaded dataset |
| L. Pesiri | NONE | $66,821 | not reported in the loaded dataset |
| A. Stokes | NONE | $63,129 | not reported in the loaded dataset |
| Mogila Law Group | NONE | $52,030 | not reported in the loaded dataset |
| Doar Rieck Devita Kaley & Mack | ATTORNEY | $50,786 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $47,225 | $0 |
| Data Surge Solutions Of Ny Inc | NONE | $42,363 | not reported in the loaded dataset |
| Jpmorgan Chase Bank N.A. | NONE | $42,036 | not reported in the loaded dataset |
| J. Desario | NONE | $40,005 | not reported in the loaded dataset |
| Voya Investment Management | NONE | $33,561 | not reported in the loaded dataset |
| Y. Feliciano | NONE | $33,464 | $0 |
| Cunningham & Cunningham Llp | NONE | $28,843 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $20,337 | not reported in the loaded dataset |
| Netsurit Consultants, Inc. | NONE | $5,046 | not reported in the loaded dataset |