Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund — Form 5500 plan (Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd)
Plain-English plan 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, Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund is a benefit plan reported by Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd under EIN 14-6075802 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,452 participants and $125,984,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd
- EIN
- 14-6075802
- Plan number
- 001
- Plan type
- 1
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 1,452
- End-of-year plan assets
- $125,984,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,452 | H, C | 20250211114846NAL0019540609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,984,457
- Total liabilities (EOY)
- $724,558
- Net assets (EOY)
- $125,259,899
- Net assets (BOY)
- $119,632,267
Income & contributions
- Employer contributions
- $7,206,195
- Total contributions
- $7,206,195
- Total income / additions
- $16,852,247
Expenses & distributions
- Benefits paid
- $10,195,345
- Administrative expenses
- $1,029,270
- Total expenses
- $11,224,615
- Net increase / (decrease)
- $5,627,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $220,266 | $0 | 2023 |
| Schultheis & Panettieri Llp | NONE | $111,076 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $83,200 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $55,616 | not reported in the loaded dataset | 2023 |
| Ocio Monitor | NONE | $45,600 | not reported in the loaded dataset | 2023 |
| Karpus Investment Management | NONE | $45,559 | not reported in the loaded dataset | 2023 |
| Thomas White International | NONE | $35,997 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company (Blackroc | NONE | $28,741 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $28,653 | $0 | 2023 |
| Dolan Mceniry Capital Mgt LLC | NONE | $21,264 | not reported in the loaded dataset | 2023 |
| Polen Capital Management LLC | NONE | $19,173 | not reported in the loaded dataset | 2023 |
| Joseph W Mccarthy & Associates | NONE | $16,763 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Mgt Group LLC | NONE | $16,202 | not reported in the loaded dataset | 2023 |
| Modern Administration Systems LLC | NONE | $12,655 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $12,153 | not reported in the loaded dataset | 2023 |
| Secure Network Technologies | NONE | $6,466 | not reported in the loaded dataset | 2023 |
| Integra Consulting Inc | NONE | $5,648 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Ocio Monitor — Schedule C compensation
- Karpus Investment Management — Schedule C compensation
- Thomas White International — Schedule C compensation
- Chevy Chase Trust Company (Blackroc — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Dolan Mceniry Capital Mgt LLC — Schedule C compensation
- Polen Capital Management LLC — Schedule C compensation
- Joseph W Mccarthy & Associates — Schedule C compensation
- Silvercrest Asset Mgt Group LLC — Schedule C compensation
- Modern Administration Systems LLC — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Secure Network Technologies — Schedule C compensation
- Integra Consulting Inc — Schedule C compensation