2023 Form 5500 filing — Bricklayers And Stonemasons Local 5 Annuity 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 20250306120207NAL0010153185001) for Bricklayers And Stonemasons Local 5 Annuity Fund, reported by Board Of Trustees Of Bricklayers & Stonemasons Local 5 Annuity Fund under EIN 23-6535428 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306120207NAL0010153185001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Bricklayers & Stonemasons Local 5 Annuity Fund
- EIN
- 23-6535428
- Plan number
- 001
- Location
- Cherry Hill, NJ
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,591,133
- Net assets (EOY)
- $13,591,133
- Employer contributions
- $489,834
- Total income / additions
- $2,635,444
- Benefits paid
- $2,021,838
- Administrative expenses
- $116,765
- Total expenses
- $2,138,603
- Net increase / (decrease)
- $496,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | NONE | $46,168 | $0 |
| Odonoghue & Odonoghue | NONE | $26,931 | not reported in the loaded dataset |
| Benefit Processing, Inc | NONE | $18,633 | not reported in the loaded dataset |
| Alan Ross & Company, Pc | NONE | $8,250 | not reported in the loaded dataset |
| D H Evans Tpa LLC Dba Path Administ | NONE | $7,000 | not reported in the loaded dataset |
| Wells Fargo Clearing Services LLC | NONE | $0 | $0 |