Bricklayers Of Indiana Retirement Plan — Form 5500 plan (Board Of Trustees Bricklayers Of Indiana Retirement Plan)

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 Of Indiana Retirement Plan is a benefit plan reported by Board Of Trustees Bricklayers Of Indiana Retirement Plan under EIN 35-6267233 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,294 participants and $175,917,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Bricklayers Of Indiana Retirement Plan
EIN
35-6267233
Plan number
001
Plan type
1
Location
Indianapolis, IN
Latest filing year
2023
Participants
2,294
End-of-year plan assets
$175,917,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,294H, C20250529213301NAL0020172018001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$175,917,912
Total liabilities (EOY)
$209,101
Net assets (EOY)
$175,708,811
Net assets (BOY)
$146,150,920

Income & contributions

Employer contributions
$10,614,516
Total contributions
$10,614,516
Total income / additions
$39,434,149

Expenses & distributions

Benefits paid
$9,457,674
Administrative expenses
$418,584
Total expenses
$9,876,258
Net increase / (decrease)
$29,557,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
UmrNONE$163,045not reported in the loaded dataset2023
Mariner Institutional LLCNONE$69,000not reported in the loaded dataset2023
Garcia Hamilton & Associates, L.P.NONE$55,006not reported in the loaded dataset2023
Arnold And KadjanNONE$45,519not reported in the loaded dataset2023
Legacy Professionals LlpNONE$19,385not reported in the loaded dataset2023
Fifth Third Bank Retirement ServiceNONE$17,601not reported in the loaded dataset2023
Richard J Wolf & Company Inc.NONE$9,795not reported in the loaded dataset2023

Related Form 5500 pages