Bricklayers & Allied Craftworkers Local 3 Ny Rochester Chapter Pension Fund — Form 5500 plan (Joint Board Of Trusts-Bricklayers & Allied Craftworkers Lo3 Ny Roch Pe)
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 3 Ny Rochester Chapter Pension Fund is a benefit plan reported by Joint Board Of Trusts-Bricklayers & Allied Craftworkers Lo3 Ny Roch Pe under EIN 16-6019479 and plan number 001. The latest loaded filing year is 2023. The filing reports 853 participants and $74,558,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trusts-Bricklayers & Allied Craftworkers Lo3 Ny Roch Pe
- EIN
- 16-6019479
- Plan number
- 001
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 853
- End-of-year plan assets
- $74,558,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 853 | H, C | 20241014154334NAL0013563059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,558,422
- Total liabilities (EOY)
- $4,423,791
- Net assets (EOY)
- $70,134,631
- Net assets (BOY)
- $64,274,150
Income & contributions
- Employer contributions
- $3,618,499
- Total contributions
- $3,618,499
- Total income / additions
- $10,600,664
Expenses & distributions
- Benefits paid
- $3,972,538
- Administrative expenses
- $767,645
- Total expenses
- $4,740,183
- Net increase / (decrease)
- $5,860,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $146,848 | not reported in the loaded dataset | 2023 |
| Christina Barry | EMPLOYEE | $87,922 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $83,023 | not reported in the loaded dataset | 2023 |
| Debra Bennett | EMPLOYEE | $63,600 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $45,368 | $0 | 2023 |
| Hgk Trinity Street Int Equity Fund | NONE | $40,979 | not reported in the loaded dataset | 2023 |
| Modern Administration Systems LLC | NONE | $36,709 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $36,085 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $24,957 | not reported in the loaded dataset | 2023 |
| Arcara Zucarelli & Lenda, Cpa | NONE | $18,009 | not reported in the loaded dataset | 2023 |
| Chevy Chase | NONE | $12,239 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, Inc. | NONE | $11,095 | $0 | 2023 |
| Bac Local 3 Ny Building Corp. | AFFILIATE ORGANIZATION | $10,711 | not reported in the loaded dataset | 2023 |
| Proloan Bond Fund | NONE | $10,443 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, Llp | NONE | $9,059 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trusts-Bricklayers & Allied Craftworkers Lo3 Ny Roch Pe
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Morgan Stanley — Schedule C compensation
- Christina Barry — Schedule C compensation
- The Segal Company — Schedule C compensation
- Debra Bennett — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Hgk Trinity Street Int Equity Fund — Schedule C compensation
- Modern Administration Systems LLC — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Arcara Zucarelli & Lenda, Cpa — Schedule C compensation
- Chevy Chase — Schedule C compensation
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Bac Local 3 Ny Building Corp. — Schedule C compensation
- Proloan Bond Fund — Schedule C compensation
- Chartwell Investment Partners, Llp — Schedule C compensation