Brick Masons Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees Of Brick Masons Health And Welfare Trust 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, Brick Masons Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees Of Brick Masons Health And Welfare Trust Fund under EIN 95-6041102 and plan number 501. The latest loaded filing year is 2023. The filing reports 512 participants and $10,497,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Brick Masons Health And Welfare Trust Fund
- EIN
- 95-6041102
- Plan number
- 501
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $10,497,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20250217185200NAL0004276976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,497,893
- Total liabilities (EOY)
- $189,193
- Net assets (EOY)
- $10,308,700
- Net assets (BOY)
- $9,977,180
Income & contributions
- Employer contributions
- $6,952,118
- Participant contributions
- $320,924
- Total contributions
- $7,273,042
- Total income / additions
- $7,611,873
Expenses & distributions
- Benefits paid
- $6,714,498
- Administrative expenses
- $565,855
- Total expenses
- $7,280,353
- Net increase / (decrease)
- $331,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $252,421 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $81,650 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $81,075 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $36,092 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $30,191 | not reported in the loaded dataset | 2023 |
| Smart Source | NONE | $13,820 | not reported in the loaded dataset | 2023 |
| U.S Bank | NONE | $8,118 | $0 | 2023 |
| Fiduciary Trust Int'L Of The South | NONE | $6,025 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Brick Masons Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys, Inc. — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Milliman — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Smart Source — Schedule C compensation
- U.S Bank — Schedule C compensation
- Fiduciary Trust Int'L Of The South — Schedule C compensation