Pension Plan Of Local 47 Bricklayers And Allied Craftman — Form 5500 plan (International Union Of Bricklayers Local 47 Pension Fund)
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, Pension Plan Of Local 47 Bricklayers And Allied Craftman is a benefit plan reported by International Union Of Bricklayers Local 47 Pension Fund under EIN 23-1996365 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $6,149,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Union Of Bricklayers Local 47 Pension Fund
- EIN
- 23-1996365
- Plan number
- 001
- Plan type
- 1
- Location
- Salem, VA
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $6,149,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20250213121507NAL0012513235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,149,607
- Total liabilities (EOY)
- $53,817
- Net assets (EOY)
- $6,095,790
- Net assets (BOY)
- $5,631,409
Income & contributions
- Employer contributions
- $1,041,212
- Total contributions
- $1,204,460
- Total income / additions
- $1,763,384
Expenses & distributions
- Benefits paid
- $1,101,784
- Administrative expenses
- $197,219
- Total expenses
- $1,299,003
- Net increase / (decrease)
- $464,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT CUSTODIAN | $43,263 | $0 | 2023 |
| Foster & Foster | ACTUARY | $39,462 | not reported in the loaded dataset | 2023 |
| Lawrence C. Musgrove Associates Inc | ADMINISTRATOR | $36,000 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | ATTORNEY | $34,147 | not reported in the loaded dataset | 2023 |
| Anderson & Reed,Llp | AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Union Of Bricklayers Local 47 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Salem, VA
- Morgan Stanley — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Lawrence C. Musgrove Associates Inc — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Anderson & Reed,Llp — Schedule C compensation