Northwest Bricklayers Pension Plan — Form 5500 plan (Northwest Bricklayers Pension Trust)
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, Northwest Bricklayers Pension Plan is a benefit plan reported by Northwest Bricklayers Pension Trust under EIN 93-6034946 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,297 participants and $124,730,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Bricklayers Pension Trust
- EIN
- 93-6034946
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 2,297
- End-of-year plan assets
- $124,730,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,297 | H, C | 20241003141202NAL0010652753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,730,890
- Total liabilities (EOY)
- $238,804
- Net assets (EOY)
- $124,492,086
- Net assets (BOY)
- $112,847,702
Income & contributions
- Employer contributions
- $10,341,351
- Total contributions
- $10,341,351
- Total income / additions
- $24,720,983
Expenses & distributions
- Benefits paid
- $12,251,059
- Administrative expenses
- $825,540
- Total expenses
- $13,076,599
- Net increase / (decrease)
- $11,644,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Masonry Industry Trust Admin. | not reported in the loaded dataset | $251,528 | not reported in the loaded dataset | 2023 |
| Bradley L. Middleton, Pc | not reported in the loaded dataset | $164,680 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | not reported in the loaded dataset | not reported in the loaded dataset | $92,535 | 2023 |
| Metropolitan West Asset Mgmt, LLC | not reported in the loaded dataset | not reported in the loaded dataset | $87,318 | 2023 |
| Pimco | not reported in the loaded dataset | not reported in the loaded dataset | $81,211 | 2023 |
| Middleton & Company, Cpa, Pc | not reported in the loaded dataset | $81,000 | not reported in the loaded dataset | 2023 |
| Verus Investments | not reported in the loaded dataset | $74,233 | not reported in the loaded dataset | 2023 |
| Dodge & Cox Stock | not reported in the loaded dataset | not reported in the loaded dataset | $66,923 | 2023 |
| Milliman | not reported in the loaded dataset | $59,913 | not reported in the loaded dataset | 2023 |
| Touchstone Advisors Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $50,222 | 2023 |
| Washington Capital Management, Inc. | not reported in the loaded dataset | $49,063 | not reported in the loaded dataset | 2023 |
| Wells Fargo Fund Management, LLC. | not reported in the loaded dataset | not reported in the loaded dataset | $44,558 | 2023 |
| Dodge & Cox International Stock | not reported in the loaded dataset | not reported in the loaded dataset | $31,797 | 2023 |
| Key Corporation | not reported in the loaded dataset | $27,763 | $242 | 2023 |
| Markel American Ins. Co. | not reported in the loaded dataset | $25,082 | not reported in the loaded dataset | 2023 |
| Capital Research & Management Co. | not reported in the loaded dataset | not reported in the loaded dataset | $22,636 | 2023 |
| The Vanguard Group, Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $7,438 | 2023 |
| The Vanguard Group, Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $7,119 | 2023 |
| The Vanguard Group, Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $3,676 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Bricklayers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Masonry Industry Trust Admin. — Schedule C compensation
- Bradley L. Middleton, Pc — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Metropolitan West Asset Mgmt, LLC — Schedule C compensation
- Pimco — Schedule C compensation
- Middleton & Company, Cpa, Pc — Schedule C compensation
- Verus Investments — Schedule C compensation
- Dodge & Cox Stock — Schedule C compensation
- Milliman — Schedule C compensation
- Touchstone Advisors Inc. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Wells Fargo Fund Management, LLC. — Schedule C compensation
- Dodge & Cox International Stock — Schedule C compensation
- Key Corporation — Schedule C compensation
- Markel American Ins. Co. — Schedule C compensation
- Capital Research & Management Co. — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation