B.A.C. Local 1 - De/Pa Pension Trust — Form 5500 plan (Bricklayers Local Union No 1 Of Delaware)
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, B.A.C. Local 1 - De/Pa Pension Trust is a benefit plan reported by Bricklayers Local Union No 1 Of Delaware under EIN 51-6019120 and plan number 001. The latest loaded filing year is 2023. The filing reports 628 participants and $41,504,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bricklayers Local Union No 1 Of Delaware
- EIN
- 51-6019120
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 628
- End-of-year plan assets
- $41,504,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 628 | H, C | 20250115195803NAL0022201969002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,504,239
- Total liabilities (EOY)
- $195,312
- Net assets (EOY)
- $41,308,927
- Net assets (BOY)
- $33,699,122
Income & contributions
- Employer contributions
- $1,506,969
- Total contributions
- $1,506,969
- Total income / additions
- $9,612,784
Expenses & distributions
- Benefits paid
- $1,626,631
- Administrative expenses
- $376,348
- Total expenses
- $2,002,979
- Net increase / (decrease)
- $7,609,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun Associates | NONE | $97,876 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions, Inc. | NONE | $93,588 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $63,094 | not reported in the loaded dataset | 2023 |
| Holroyd Gelman, P.C. | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Belfint, Lyons & Shuman, P.A. | NONE | $21,450 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $20,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bricklayers Local Union No 1 Of Delaware
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Stacey Braun Associates — Schedule C compensation
- Zenith American Solutions, Inc. — Schedule C compensation
- Segal Company — Schedule C compensation
- Holroyd Gelman, P.C. — Schedule C compensation
- Belfint, Lyons & Shuman, P.A. — Schedule C compensation
- Pnc Bank — Schedule C compensation