Bricklayers & Trowel Trades International Pension Fund — Form 5500 plan (Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee)

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 & Trowel Trades International Pension Fund is a benefit plan reported by Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee under EIN 52-6127746 and plan number 001. The latest loaded filing year is 2023. The filing reports 77,327 participants and $1,758,540,901 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee
EIN
52-6127746
Plan number
001
Plan type
1
Location
Washington, DC
Latest filing year
2023
Participants
77,327
End-of-year plan assets
$1,758,540,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202377,327H, C20240730202014NAL0013832563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,758,540,901
Total liabilities (EOY)
$13,611,213
Net assets (EOY)
$1,744,929,688
Net assets (BOY)
$1,611,495,757

Income & contributions

Employer contributions
$123,023,339
Total contributions
$123,023,339
Total income / additions
$310,759,635

Expenses & distributions

Benefits paid
$159,401,823
Administrative expenses
$17,923,881
Total expenses
$177,325,704
Net increase / (decrease)
$133,433,931

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Int'L Union Of BacEMPLOYEE ORGANIZATION$4,793,366not reported in the loaded dataset2023
Alan D. Biller & Associates, Inc.NONE$935,625not reported in the loaded dataset2023
Arrowmark CapitalNONE$816,696not reported in the loaded dataset2023
Cheiron, IncNONE$323,408not reported in the loaded dataset2023
Ullico Investment Advisors, Inc.NONE$238,952not reported in the loaded dataset2023
O'Donoghue & O'DonoghueNONE$210,876not reported in the loaded dataset2023
Lester W. Kauffman IiiEMPLOYEE$196,354$02023
Walter Scott & Partners Limitednot reported in the loaded dataset$155,371$02023
O'Dwyer & Bernstien LlpNONE$149,374not reported in the loaded dataset2023
Michael SheltonEMPLOYEE$138,304not reported in the loaded dataset2023
Calibre Cpa Group PllcNONE$136,390not reported in the loaded dataset2023
Richard J. Wolf & CompanyNONE$125,888not reported in the loaded dataset2023
Christopher M. JeffreyEMPLOYEE$108,526not reported in the loaded dataset2023
ComericaNONE$99,321$02023
Wells FargoNONE$99,317not reported in the loaded dataset2023
Investment Performance ServicesNONE$94,455$02023
Pointers Cleaners & CaulkersNONE$94,367not reported in the loaded dataset2023
Nancy CallahanEMPLOYEE$94,139not reported in the loaded dataset2023
Susan FlahertyEMPLOYEE$89,474not reported in the loaded dataset2023
Arlene BautistaEMPLOYEE$89,301not reported in the loaded dataset2023
Reginald VergaraEMPLOYEE$87,893not reported in the loaded dataset2023
Tile, Terrazzo & MarbleNONE$86,735not reported in the loaded dataset2023
John BellucciEMPLOYEE$84,734not reported in the loaded dataset2023
Arnold & Kadjan, LlpNONE$81,706not reported in the loaded dataset2023
Fontana Lithograph, IncNONE$76,596not reported in the loaded dataset2023
Mercedes AveryttEMPLOYEE$75,901not reported in the loaded dataset2023
Danielle HoyleEMPLOYEE$74,182not reported in the loaded dataset2023
Sherridan BacchusEMPLOYEE$71,056not reported in the loaded dataset2023
Cynthia EvansEMPLOYEE$70,581not reported in the loaded dataset2023
Natalia ThomasEMPLOYEE$67,075not reported in the loaded dataset2023
Fuiman Mogila, LlpNONE$66,837not reported in the loaded dataset2023
Documetrics, IncNONE$63,822not reported in the loaded dataset2023
Dorothy NorrisEMPLOYEE$63,529not reported in the loaded dataset2023
Bac Services CorporationNONE$62,406not reported in the loaded dataset2023
Marie S. KeungEMPLOYEE$62,373not reported in the loaded dataset2023
Stephanie B LopezEMPLOYEE$59,924not reported in the loaded dataset2023
Charissa WiltshireEMPLOYEE$59,623not reported in the loaded dataset2023
Innovative Software Solutions Inc.NONE$57,658not reported in the loaded dataset2023
Bac Of Mi Health & Welfare FundNONE$57,419not reported in the loaded dataset2023
David StuparEMPLOYEE$56,964not reported in the loaded dataset2023
Bridgeway Benefit Technologies,LLCNONE$56,410not reported in the loaded dataset2023
Arcara Zucarelli Lenda & Assoc. CpaNONE$45,679not reported in the loaded dataset2023
Virginia & Ambinder, LlpNONE$42,700not reported in the loaded dataset2023
J.P. Morgan FundsNONE$42,157not reported in the loaded dataset2023
Bricklayers Fringe Benefit FundsNONE$39,530not reported in the loaded dataset2023
Novak Francella LLCNONE$39,286not reported in the loaded dataset2023
ZenithNONE$26,891not reported in the loaded dataset2023
Amalgamated Bank Of ChicagoNONE$25,000$02023
National Coordinating CommitteeNONE$23,800not reported in the loaded dataset2023
Vanessa Lazo-MolinaEMPLOYEE$22,539not reported in the loaded dataset2023
New Jersey Bac Health FundNONE$22,402not reported in the loaded dataset2023
Relx, Inc.NONE$21,556not reported in the loaded dataset2023
Bac Pension Trust Fund-Metro AreaNONE$19,273not reported in the loaded dataset2023
Tile Industry Trust FundsNONE$15,269not reported in the loaded dataset2023
The Previant Law FirmNONE$14,900not reported in the loaded dataset2023
Construction Benefits Audit CoNONE$13,663not reported in the loaded dataset2023
Imagex, Inc.NONE$13,499not reported in the loaded dataset2023
Marcus A. DuquiatanEMPLOYEE$10,354not reported in the loaded dataset2023
Carousel Industries Of North AmericNONE$9,559not reported in the loaded dataset2023
Microsoft Licensing GroupNONE$8,624not reported in the loaded dataset2023
At&TNONE$8,328not reported in the loaded dataset2023
First Citizens Bank & Trust CoNONE$8,109not reported in the loaded dataset2023
At&T MobilityNONE$7,729not reported in the loaded dataset2023
Combined Crafts Statewide AuditNONE$7,000not reported in the loaded dataset2023
Grabel Schnieders Hollmann & CoNONE$6,830not reported in the loaded dataset2023
Citrix SystemNONE$6,325not reported in the loaded dataset2023
Hello, Hillary R. Coggeshall, LLCNONE$6,300not reported in the loaded dataset2023
Arnold, Newbold, Sollars & HollinsNONE$6,211not reported in the loaded dataset2023
Stefansky, Holloway & Nichols, IncNONE$5,923not reported in the loaded dataset2023
Council Of Institutional InvNONE$5,200not reported in the loaded dataset2023

Related Form 5500 pages