2023 Form 5500 filing — Bricklayers Supplemental Annuity 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 20241013083551NAL0012353811001) for Bricklayers Supplemental Annuity Fund, reported by Board Of Trustees Bricklayers Supplemental Annuity Fund under EIN 51-6135078 and plan number 002. It reports 2,732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013083551NAL0012353811001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bricklayers Supplemental Annuity Fund
- EIN
- 51-6135078
- Plan number
- 002
- Location
- Rego Park, NY
- Participants
- 2,732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,069,174
- Total liabilities (EOY)
- $3,442,578
- Net assets (EOY)
- $89,626,596
- Employer contributions
- $11,830,044
- Total income / additions
- $18,533,272
- Benefits paid
- $9,801,406
- Administrative expenses
- $776,269
- Total expenses
- $10,577,675
- Net increase / (decrease)
- $7,955,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schultheis & Panettieri Llp | NONE | $96,815 | not reported in the loaded dataset |
| Doar Rieck Kaley & Mack | NONE | $52,029 | not reported in the loaded dataset |
| Atlanta Sosnoff Capital, LLC | NONE | $42,473 | not reported in the loaded dataset |
| Data Surge Solutions Of Ny, Inc | NONE | $41,515 | not reported in the loaded dataset |
| Highland Capital Management | NONE | $33,193 | not reported in the loaded dataset |
| Quan-Vest Consultants, Inc. | NONE | $26,316 | not reported in the loaded dataset |
| Mogila Law Group | NONE | $23,829 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $22,295 | $0 |
| Bridgeway Benefit Technologies | NONE | $20,337 | not reported in the loaded dataset |
| Cunningham & Cunningham, Llp | NONE | $14,442 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $13,250 | not reported in the loaded dataset |
| Netsurit Consultants, Inc | NONE | $5,046 | not reported in the loaded dataset |