Bricklayers Local No. 11 Of Calif Pension Trust — Form 5500 plan (Board Of Trustees, Bricklayers And Allied Craftsmen)
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 Local No. 11 Of Calif Pension Trust is a benefit plan reported by Board Of Trustees, Bricklayers And Allied Craftsmen under EIN 95-3519963 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,146 participants and $12,476,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Bricklayers And Allied Craftsmen
- EIN
- 95-3519963
- Plan number
- 002
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 1,146
- End-of-year plan assets
- $12,476,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,146 | H, C | 20250314185505NAL0045518706001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,476,062
- Total liabilities (EOY)
- $40,629
- Net assets (EOY)
- $12,435,433
- Net assets (BOY)
- $11,871,144
Income & contributions
- Employer contributions
- $204,703
- Total contributions
- $204,703
- Total income / additions
- $1,622,589
Expenses & distributions
- Benefits paid
- $878,101
- Administrative expenses
- $180,199
- Total expenses
- $1,058,300
- Net increase / (decrease)
- $564,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $47,584 | $0 | 2023 |
| Benesys Administrators | NONE | $44,556 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $23,310 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $12,665 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Bricklayers And Allied Craftsmen
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Principal Life Insurance Company — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- The Wagner Law Group — Schedule C compensation