2023 Form 5500 filing — Bricklayers' Pension Trust Fund-Metropolitan Area
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 20250204110009NAL0008091137002) for Bricklayers' Pension Trust Fund-Metropolitan Area, reported by Joint Board Of Trustees Bricklayer Pension Trust Fund under EIN 51-6030972 and plan number 001. It reports 1,968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204110009NAL0008091137002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Bricklayer Pension Trust Fund
- EIN
- 51-6030972
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 1,968
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $181,538,192
- Total liabilities (EOY)
- $3,342,157
- Net assets (EOY)
- $178,196,035
- Employer contributions
- $12,754,462
- Total income / additions
- $32,712,768
- Benefits paid
- $15,491,798
- Administrative expenses
- $1,300,894
- Total expenses
- $16,792,692
- Net increase / (decrease)
- $15,920,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $142,989 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $141,264 | not reported in the loaded dataset |
| Novara, Tesija & Catenacci, Pllc | NONE | $133,490 | not reported in the loaded dataset |
| Newton Investment Management | NONE | $27,047 | $41,009 |
| Morgan Stanley Global Banking | NONE | $57,768 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $56,242 | not reported in the loaded dataset |
| Bny Mellon | NONE | $40,121 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $29,400 | not reported in the loaded dataset |
| Stefansky, Holloway, & Nichols | NONE | $26,850 | not reported in the loaded dataset |
| Macqueen And Associates, LLC | NONE | $25,781 | not reported in the loaded dataset |
| Bultynck & Co., P.L.L.C. | NONE | $21,075 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $17,006 | not reported in the loaded dataset |
| Comerica Bank | NONE | $6,750 | $1,014 |
| American Graphics Printing Co | NONE | $5,957 | not reported in the loaded dataset |