2023 Form 5500 filing — Bricklayers Local No. 11 Of Calif Pension Trust

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 20250314185505NAL0045518706001) for Bricklayers Local No. 11 Of Calif Pension Trust, reported by Board Of Trustees, Bricklayers And Allied Craftsmen under EIN 95-3519963 and plan number 002. It reports 1,146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250314185505NAL0045518706001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, Bricklayers And Allied Craftsmen
EIN
95-3519963
Plan number
002
Location
West Covina, CA
Participants
1,146
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,476,062
Total liabilities (EOY)
$40,629
Net assets (EOY)
$12,435,433
Employer contributions
$204,703
Total income / additions
$1,622,589
Benefits paid
$878,101
Administrative expenses
$180,199
Total expenses
$1,058,300
Net increase / (decrease)
$564,289
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyNONE$47,584$0
Benesys AdministratorsNONE$44,556not reported in the loaded dataset
Eide Bailly LlpNONE$23,310not reported in the loaded dataset
Miller Kaplan Arase LlpNONE$16,000not reported in the loaded dataset
The Wagner Law GroupNONE$12,665not reported in the loaded dataset

Related Form 5500 pages