Bricklayers & Allied Craftworkers Local No 3 Ny Niagara Falls-Buffalo Chapter Pension Plan — Form 5500 plan (Trustees Of Bricklayers & Allied Craft Workers Lo 3 Ny Niagara Falls-B)
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 Local No 3 Ny Niagara Falls-Buffalo Chapter Pension Plan is a benefit plan reported by Trustees Of Bricklayers & Allied Craft Workers Lo 3 Ny Niagara Falls-B under EIN 16-0849723 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $25,181,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Bricklayers & Allied Craft Workers Lo 3 Ny Niagara Falls-B
- EIN
- 16-0849723
- Plan number
- 001
- Plan type
- 1
- Location
- Buffalo, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241213101001NAL0010339379001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $25,181,796
- Total liabilities (EOY)
- $178,795
- Net assets (EOY)
- $25,003,001
- Net assets (BOY)
- $23,073,228
Income & contributions
- Employer contributions
- $3,647,277
- Total contributions
- $3,647,277
- Total income / additions
- $6,108,093
Expenses & distributions
- Benefits paid
- $3,857,810
- Administrative expenses
- $320,510
- Total expenses
- $4,178,320
- Net increase / (decrease)
- $1,929,773
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $33,529 | $0 | 2023 |
| The Segal Company | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Carmen O'Neal | EMPLOYEE | $27,197 | not reported in the loaded dataset | 2023 |
| Tronconi Segarra & Associates Llp | NONE | $25,739 | not reported in the loaded dataset | 2023 |
| Slevin & Hart Pc | NONE | $22,188 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $19,415 | $0 | 2023 |
| Manning & Napier | NONE | $9,848 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusanio & Stacey | NONE | $8,394 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Bricklayers & Allied Craft Workers Lo 3 Ny Niagara Falls-B
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Carmen O'Neal — Schedule C compensation
- Tronconi Segarra & Associates Llp — Schedule C compensation
- Slevin & Hart Pc — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Arcara Lenda Eusanio & Stacey — Schedule C compensation