2023 Form 5500 filing — Bricklayers Local No. 1 Of Ky. Pension Trust 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 20241013153008NAL0049586258002) for Bricklayers Local No. 1 Of Ky. Pension Trust Fund, reported by Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust under EIN 61-6043094 and plan number 001. It reports 1,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013153008NAL0049586258002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust
- EIN
- 61-6043094
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 1,109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,449,161
- Total liabilities (EOY)
- $99,956
- Net assets (EOY)
- $21,349,205
- Employer contributions
- $1,415,309
- Total income / additions
- $2,996,339
- Benefits paid
- $1,564,403
- Administrative expenses
- $329,867
- Total expenses
- $1,894,270
- Net increase / (decrease)
- $1,102,069
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ledbetter Partners LLC | ATTORNEY | $56,671 | not reported in the loaded dataset |
| United Actuarial Services Inc. | ACTUARY | $32,380 | not reported in the loaded dataset |
| Tic International Corp | CONTRACT ADMINISTRATOR | $23,679 | not reported in the loaded dataset |
| Investment Performance Serv LLC | INVESTMENT CONSULTANT | $22,495 | not reported in the loaded dataset |
| Intercontinental Us Real Estate Fd | INVESTMENT MANAGER | $21,923 | not reported in the loaded dataset |
| Boston Partners | INVESTMENT MANAGEMENT | $20,135 | not reported in the loaded dataset |
| Victory Capital | INVESTMENT MANAGER | $20,061 | not reported in the loaded dataset |
| Bny Mellon | INVESTMENT MANAGER | $8,953 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $8,500 | not reported in the loaded dataset |
| Anrold & Kadjan Llp | ATTORNEY | $7,503 | not reported in the loaded dataset |