2023 Form 5500 filing — Bricklayers Local 1 Of Pa/De 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 20251222115129NAL0009676337001) for Bricklayers Local 1 Of Pa/De Annuity Fund, reported by Bricklayers Local 1 Of Pa/De Annuity Fund under EIN 23-2469568 and plan number 002. It reports 2,772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251222115129NAL0009676337001
Filing year
2023
Form type
1
Plan sponsor
Bricklayers Local 1 Of Pa/De Annuity Fund
EIN
23-2469568
Plan number
002
Location
Philadelphia, PA
Participants
2,772
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$326,215,582
Total liabilities (EOY)
$129,025
Net assets (EOY)
$326,086,557
Employer contributions
$16,735,585
Total income / additions
$50,017,614
Benefits paid
$28,150,044
Administrative expenses
$972,216
Total expenses
$29,122,260
Net increase / (decrease)
$20,895,354
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Vanguard InvestmentsNONE$752,036not reported in the loaded dataset
Bbp Of DviNONE$131,922not reported in the loaded dataset
Anthony M Pontarellia Cpa LLCNONE$40,000not reported in the loaded dataset
Thomas Mcgoldrick EsqNONE$24,000not reported in the loaded dataset
O'Donoghue And O'Donoghue LlpNONE$5,654not reported in the loaded dataset

Related Form 5500 pages