Bricklayers And Stone Masons Of Illinois Dc No.1, B.A.C. Annuity Fund — Form 5500 plan (Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu)
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 And Stone Masons Of Illinois Dc No.1, B.A.C. Annuity Fund is a benefit plan reported by Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu under EIN 36-3794397 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,176 participants and $266,862,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu
- EIN
- 36-3794397
- Plan number
- 001
- Plan type
- 1
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 5,176
- End-of-year plan assets
- $266,862,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,176 | H, C | 20241014131958NAL0027372161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $266,862,633
- Total liabilities (EOY)
- $285,531
- Net assets (EOY)
- $266,577,102
- Net assets (BOY)
- $244,077,242
Income & contributions
- Employer contributions
- $14,196,663
- Total contributions
- $14,196,663
- Total income / additions
- $40,551,011
Expenses & distributions
- Benefits paid
- $16,984,006
- Administrative expenses
- $1,067,145
- Total expenses
- $18,051,151
- Net increase / (decrease)
- $22,499,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Investment Services, Inc. | NONE | $160,537 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $117,768 | not reported in the loaded dataset | 2023 |
| Strategic Capital Inv Advisors | NONE | $114,400 | not reported in the loaded dataset | 2023 |
| Melody Neyland | EMPLOYEE | $78,986 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $63,605 | not reported in the loaded dataset | 2023 |
| Doug Johnston | EMPLOYEE | $59,035 | not reported in the loaded dataset | 2023 |
| Clarion Partners, LLC | NONE | $48,299 | not reported in the loaded dataset | 2023 |
| Milan Diklich | EMPLOYEE | $34,942 | not reported in the loaded dataset | 2023 |
| Melissa Furtyo | EMPLOYEE | $27,819 | not reported in the loaded dataset | 2023 |
| Nicholas Marinopoulos | EMPLOYEE | $27,124 | not reported in the loaded dataset | 2023 |
| Asher, Gittler,& D'Alba, Ltd. | NONE | $25,528 | not reported in the loaded dataset | 2023 |
| Donna Reyes | EMPLOYEE | $25,421 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $18,065 | not reported in the loaded dataset | 2023 |
| Dowd, Bloch, Bennett & Cervone | NONE | $12,892 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners, Inc. | NONE | $10,630 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $7,275 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- National Investment Services, Inc. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Strategic Capital Inv Advisors — Schedule C compensation
- Melody Neyland — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Doug Johnston — Schedule C compensation
- Clarion Partners, LLC — Schedule C compensation
- Milan Diklich — Schedule C compensation
- Melissa Furtyo — Schedule C compensation
- Nicholas Marinopoulos — Schedule C compensation
- Asher, Gittler,& D'Alba, Ltd. — Schedule C compensation
- Donna Reyes — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Dowd, Bloch, Bennett & Cervone — Schedule C compensation
- Lasalle Consulting Partners, Inc. — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation