2023 Form 5500 filing — Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension 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 20250211114846NAL0019540609001) for Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund, reported by Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd under EIN 14-6075802 and plan number 001. It reports 1,452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250211114846NAL0019540609001
Filing year
2023
Form type
1
Plan sponsor
Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd
EIN
14-6075802
Plan number
001
Location
Albany, NY
Participants
1,452
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$125,984,457
Total liabilities (EOY)
$724,558
Net assets (EOY)
$125,259,899
Employer contributions
$7,206,195
Total income / additions
$16,852,247
Benefits paid
$10,195,345
Administrative expenses
$1,029,270
Total expenses
$11,224,615
Net increase / (decrease)
$5,627,632
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith Barney LLCNONE$220,266$0
Schultheis & Panettieri LlpNONE$111,076not reported in the loaded dataset
Horizon Actuarial Services, LLCNONE$83,200not reported in the loaded dataset
Blitman & King LlpNONE$55,616not reported in the loaded dataset
Ocio MonitorNONE$45,600not reported in the loaded dataset
Karpus Investment ManagementNONE$45,559not reported in the loaded dataset
Thomas White InternationalNONE$35,997not reported in the loaded dataset
Chevy Chase Trust Company (BlackrocNONE$28,741not reported in the loaded dataset
Wedge Capital Management LlpNONE$28,653$0
Dolan Mceniry Capital Mgt LLCNONE$21,264not reported in the loaded dataset
Polen Capital Management LLCNONE$19,173not reported in the loaded dataset
Joseph W Mccarthy & AssociatesNONE$16,763not reported in the loaded dataset
Silvercrest Asset Mgt Group LLCNONE$16,202not reported in the loaded dataset
Modern Administration Systems LLCNONE$12,655not reported in the loaded dataset
Chartwell Investment PartnersNONE$12,153not reported in the loaded dataset
Secure Network TechnologiesNONE$6,466not reported in the loaded dataset
Integra Consulting IncNONE$5,648not reported in the loaded dataset

Related Form 5500 pages