2023 Form 5500 filing — Nw Bricklayers & Allied Craftworkers Dc Retirement Plan
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 20241011183030NAL0022522641001) for Nw Bricklayers & Allied Craftworkers Dc Retirement Plan, reported by Joint Board Of Trustees, Nw Bricklayers & Allied Craftworkers under EIN 91-1832764 and plan number 001. It reports 1,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011183030NAL0022522641001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees, Nw Bricklayers & Allied Craftworkers
- EIN
- 91-1832764
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 1,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,615,893
- Total liabilities (EOY)
- $71,774
- Net assets (EOY)
- $32,544,119
- Employer contributions
- $1,924,416
- Total income / additions
- $6,092,458
- Benefits paid
- $1,423,700
- Administrative expenses
- $201,364
- Total expenses
- $1,625,064
- Net increase / (decrease)
- $4,467,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $71,773 | not reported in the loaded dataset |
| Bradley L Middleton, Pc | NONE | $44,553 | not reported in the loaded dataset |
| Masonry Industry Trust Admin. | NONE | $25,803 | not reported in the loaded dataset |
| Middleton & Co Cpa Pc | NONE | $24,500 | not reported in the loaded dataset |
| Scott Capital Advisors | NONE | $18,000 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $10,704 | not reported in the loaded dataset |
| Markel American Insurance Co | NONE | $4,188 | not reported in the loaded dataset |