2023 Form 5500 filing — Bricklayers Local 8 & Plasterers Local 233 Pension 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 20241014104507NAL0025956689003) for Bricklayers Local 8 & Plasterers Local 233 Pension Plan, reported by Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees under EIN 23-6477536 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104507NAL0025956689003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees
- EIN
- 23-6477536
- Plan number
- 001
- Location
- Cherry Hill, NJ
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,713,762
- Total liabilities (EOY)
- $41,454
- Net assets (EOY)
- $17,672,308
- Employer contributions
- $938,234
- Total income / additions
- $3,749,553
- Benefits paid
- $1,975,531
- Administrative expenses
- $197,748
- Total expenses
- $2,173,279
- Net increase / (decrease)
- $1,576,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eagle Ridge Investment Management | PLAN INVESTMENT ADVISOR | $81,948 | not reported in the loaded dataset |
| Benefit Processing, Inc. | CONTRACT ADMINISTRATOR | $34,214 | not reported in the loaded dataset |
| Buckno Lisicky & Company | PLAN AUDITOR | $26,000 | not reported in the loaded dataset |
| Rae Group LLC | PLAN ACTUARY | $12,625 | not reported in the loaded dataset |
| Markowitz & Richman | PLAN ATTORNEY | $12,565 | not reported in the loaded dataset |
| Van Horn Insurance Agency | PLAN FIDUCUARY INSURANCE | $10,744 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corp. | PBGC SERVICES | $7,735 | not reported in the loaded dataset |