Bricklayers Supplemental Annuity Fund — Form 5500 plan (Board Of Trustees Bricklayers Supplemental Annuity 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, Bricklayers Supplemental Annuity Fund is a benefit plan reported by Board Of Trustees Bricklayers Supplemental Annuity Fund under EIN 51-6135078 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,732 participants and $93,069,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bricklayers Supplemental Annuity Fund
- EIN
- 51-6135078
- Plan number
- 002
- Plan type
- 1
- Location
- Rego Park, NY
- Latest filing year
- 2023
- Participants
- 2,732
- End-of-year plan assets
- $93,069,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,732 | H, C | 20241013083551NAL0012353811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,069,174
- Total liabilities (EOY)
- $3,442,578
- Net assets (EOY)
- $89,626,596
- Net assets (BOY)
- $81,670,999
Income & contributions
- Employer contributions
- $11,830,044
- Total contributions
- $11,830,044
- Total income / additions
- $18,533,272
Expenses & distributions
- Benefits paid
- $9,801,406
- Administrative expenses
- $776,269
- Total expenses
- $10,577,675
- Net increase / (decrease)
- $7,955,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schultheis & Panettieri Llp | NONE | $96,815 | not reported in the loaded dataset | 2023 |
| Doar Rieck Kaley & Mack | NONE | $52,029 | not reported in the loaded dataset | 2023 |
| Atlanta Sosnoff Capital, LLC | NONE | $42,473 | not reported in the loaded dataset | 2023 |
| Data Surge Solutions Of Ny, Inc | NONE | $41,515 | not reported in the loaded dataset | 2023 |
| Highland Capital Management | NONE | $33,193 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $26,316 | not reported in the loaded dataset | 2023 |
| Mogila Law Group | NONE | $23,829 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $22,295 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $20,337 | not reported in the loaded dataset | 2023 |
| Cunningham & Cunningham, Llp | NONE | $14,442 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $13,250 | not reported in the loaded dataset | 2023 |
| Netsurit Consultants, Inc | NONE | $5,046 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bricklayers Supplemental Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rego Park, NY
- Schultheis & Panettieri Llp — Schedule C compensation
- Doar Rieck Kaley & Mack — Schedule C compensation
- Atlanta Sosnoff Capital, LLC — Schedule C compensation
- Data Surge Solutions Of Ny, Inc — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation
- Mogila Law Group — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Cunningham & Cunningham, Llp — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Netsurit Consultants, Inc — Schedule C compensation