2023 Form 5500 filing — Bricklayers Allied Craftsmen Pension Plan Local No 3
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 20250207103830NAL0025153506001) for Bricklayers Allied Craftsmen Pension Plan Local No 3, reported by Board Of Trustees Bricklayers Allied Craftsmen Pension Plan under EIN 34-6682532 and plan number 001. It reports 487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207103830NAL0025153506001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bricklayers Allied Craftsmen Pension Plan
- EIN
- 34-6682532
- Plan number
- 001
- Location
- Holland, OH
- Participants
- 487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,985,477
- Total liabilities (EOY)
- $62,764
- Net assets (EOY)
- $49,922,713
- Employer contributions
- $2,188,548
- Total income / additions
- $6,846,422
- Benefits paid
- $3,662,586
- Administrative expenses
- $363,419
- Total expenses
- $4,026,005
- Net increase / (decrease)
- $2,820,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Ohio Administrators | NONE | $65,144 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $49,908 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $34,800 | not reported in the loaded dataset |
| Brown Advisory | NONE | $27,794 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick | NONE | $22,103 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $17,630 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $11,000 | not reported in the loaded dataset |
| Huntington Insurance | NONE | $9,996 | not reported in the loaded dataset |
| Us Bank | NONE | $8,658 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $6,584 | not reported in the loaded dataset |