2023 Form 5500 filing — Bricklayers Local No. 55 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 20250214084507NAL0013554083001) for Bricklayers Local No. 55 Pension Plan, reported by Board Of Trustees, Bricklayers Local No. 55 Pension Plan under EIN 31-6126985 and plan number 001. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250214084507NAL0013554083001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, Bricklayers Local No. 55 Pension Plan
EIN
31-6126985
Plan number
001
Location
Indianapolis, IN
Participants
495
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,460,438
Total liabilities (EOY)
$162,014
Net assets (EOY)
$11,298,424
Employer contributions
$910,615
Total income / additions
$1,691,878
Benefits paid
$1,931,860
Administrative expenses
$236,366
Total expenses
$2,168,226
Net increase / (decrease)
-$476,348
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Allotta Farley Co LpaNONE$44,131not reported in the loaded dataset
Cuni, Rust & StrenkNONE$37,575not reported in the loaded dataset
UmrNONE$30,488not reported in the loaded dataset
Dgperry Cpa'S + AdvisorsNONE$26,835not reported in the loaded dataset
Standard ValuationNONE$22,000not reported in the loaded dataset
Arthur J Gallagher Risk Mgt SerNONE$16,473not reported in the loaded dataset
Asb Capital ManagementNONE$7,137not reported in the loaded dataset
Segall, Bryant, HamillNONE$5,622not reported in the loaded dataset

Related Form 5500 pages