2023 Form 5500 filing — Brick Masons Health And Welfare Trust 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 20250217185200NAL0004276976001) for Brick Masons Health And Welfare Trust Fund, reported by Board Of Trustees Of Brick Masons Health And Welfare Trust Fund under EIN 95-6041102 and plan number 501. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217185200NAL0004276976001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Brick Masons Health And Welfare Trust Fund
- EIN
- 95-6041102
- Plan number
- 501
- Location
- West Covina, CA
- Participants
- 512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,497,893
- Total liabilities (EOY)
- $189,193
- Net assets (EOY)
- $10,308,700
- Employer contributions
- $6,952,118
- Participant contributions
- $320,924
- Total income / additions
- $7,611,873
- Benefits paid
- $6,714,498
- Administrative expenses
- $565,855
- Total expenses
- $7,280,353
- Net increase / (decrease)
- $331,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $252,421 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $81,650 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $81,075 | not reported in the loaded dataset |
| Milliman | NONE | $36,092 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $30,191 | not reported in the loaded dataset |
| Smart Source | NONE | $13,820 | not reported in the loaded dataset |
| U.S Bank | NONE | $8,118 | $0 |
| Fiduciary Trust Int'L Of The South | NONE | $6,025 | not reported in the loaded dataset |