2023 Form 5500 filing — Bricklayers And Stonemasons Local Union 2 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 20250212152459NAL0037097568003) for Bricklayers And Stonemasons Local Union 2 Pension Plan, reported by Trustees Of Bricklayers And Stonemasons Local Union 2 Pension Plan under EIN 54-6124583 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212152459NAL0037097568003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Bricklayers And Stonemasons Local Union 2 Pension Plan
- EIN
- 54-6124583
- Plan number
- 001
- Location
- Roanoke, VA
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,931,680
- Total liabilities (EOY)
- $85,752
- Net assets (EOY)
- $9,845,928
- Employer contributions
- $369,033
- Total income / additions
- $1,964,303
- Benefits paid
- $1,453,624
- Administrative expenses
- $207,337
- Total expenses
- $1,660,961
- Net increase / (decrease)
- $303,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacy Braun | NONE | $71,208 | $0 |
| Savasta & Co. | NONE | $39,818 | not reported in the loaded dataset |
| Lawrence C. Musgrove Associates | NONE | $30,000 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $16,672 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $8,075 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $5,001 | not reported in the loaded dataset |