Bricklayers And Stonemasons Local Union 2 Pension Plan — Form 5500 plan (Trustees Of Bricklayers And Stonemasons Local Union 2 Pension 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 And Stonemasons Local Union 2 Pension Plan is a benefit plan reported by Trustees Of Bricklayers And Stonemasons Local Union 2 Pension Plan under EIN 54-6124583 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $9,931,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Bricklayers And Stonemasons Local Union 2 Pension Plan
- EIN
- 54-6124583
- Plan number
- 001
- Plan type
- 1
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $9,931,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20250212152459NAL0037097568003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,931,680
- Total liabilities (EOY)
- $85,752
- Net assets (EOY)
- $9,845,928
- Net assets (BOY)
- $9,542,586
Income & contributions
- Employer contributions
- $369,033
- Total contributions
- $369,033
- Total income / additions
- $1,964,303
Expenses & distributions
- Benefits paid
- $1,453,624
- Administrative expenses
- $207,337
- Total expenses
- $1,660,961
- Net increase / (decrease)
- $303,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacy Braun | NONE | $71,208 | $0 | 2023 |
| Savasta & Co. | NONE | $39,818 | not reported in the loaded dataset | 2023 |
| Lawrence C. Musgrove Associates | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $16,672 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $8,075 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $5,001 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Bricklayers And Stonemasons Local Union 2 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Roanoke, VA
- Stacy Braun — Schedule C compensation
- Savasta & Co. — Schedule C compensation
- Lawrence C. Musgrove Associates — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation