2023 Form 5500 filing — Bricklayers And Stone Masons Of Illinois Dc No.1, B.A.C. 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 20241014131958NAL0027372161001) for Bricklayers And Stone Masons Of Illinois Dc No.1, B.A.C. Annuity Fund, reported by Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu under EIN 36-3794397 and plan number 001. It reports 5,176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131958NAL0027372161001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu
- EIN
- 36-3794397
- Plan number
- 001
- Location
- Elmhurst, IL
- Participants
- 5,176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $266,862,633
- Total liabilities (EOY)
- $285,531
- Net assets (EOY)
- $266,577,102
- Employer contributions
- $14,196,663
- Total income / additions
- $40,551,011
- Benefits paid
- $16,984,006
- Administrative expenses
- $1,067,145
- Total expenses
- $18,051,151
- Net increase / (decrease)
- $22,499,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Investment Services, Inc. | NONE | $160,537 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $117,768 | not reported in the loaded dataset |
| Strategic Capital Inv Advisors | NONE | $114,400 | not reported in the loaded dataset |
| Melody Neyland | EMPLOYEE | $78,986 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $63,605 | not reported in the loaded dataset |
| Doug Johnston | EMPLOYEE | $59,035 | not reported in the loaded dataset |
| Clarion Partners, LLC | NONE | $48,299 | not reported in the loaded dataset |
| Milan Diklich | EMPLOYEE | $34,942 | not reported in the loaded dataset |
| Melissa Furtyo | EMPLOYEE | $27,819 | not reported in the loaded dataset |
| Nicholas Marinopoulos | EMPLOYEE | $27,124 | not reported in the loaded dataset |
| Asher, Gittler,& D'Alba, Ltd. | NONE | $25,528 | not reported in the loaded dataset |
| Donna Reyes | EMPLOYEE | $25,421 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $18,065 | not reported in the loaded dataset |
| Dowd, Bloch, Bennett & Cervone | NONE | $12,892 | not reported in the loaded dataset |
| Lasalle Consulting Partners, Inc. | NONE | $10,630 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $7,275 | not reported in the loaded dataset |