2023 Form 5500 filing — Pension Plan Of Local 47 Bricklayers And Allied Craftman
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 20250213121507NAL0012513235001) for Pension Plan Of Local 47 Bricklayers And Allied Craftman, reported by International Union Of Bricklayers Local 47 Pension Fund under EIN 23-1996365 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213121507NAL0012513235001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Union Of Bricklayers Local 47 Pension Fund
- EIN
- 23-1996365
- Plan number
- 001
- Location
- Salem, VA
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,149,607
- Total liabilities (EOY)
- $53,817
- Net assets (EOY)
- $6,095,790
- Employer contributions
- $1,041,212
- Total income / additions
- $1,763,384
- Benefits paid
- $1,101,784
- Administrative expenses
- $197,219
- Total expenses
- $1,299,003
- Net increase / (decrease)
- $464,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT CUSTODIAN | $43,263 | $0 |
| Foster & Foster | ACTUARY | $39,462 | not reported in the loaded dataset |
| Lawrence C. Musgrove Associates Inc | ADMINISTRATOR | $36,000 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | ATTORNEY | $34,147 | not reported in the loaded dataset |
| Anderson & Reed,Llp | AUDITOR | $9,500 | not reported in the loaded dataset |