Brick Masons' Pension Trust Fund — Form 5500 plan (Board Of Trustees Of The Brick Masons' 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, Brick Masons' Pension Trust Fund is a benefit plan reported by Board Of Trustees Of The Brick Masons' Pension Trust under EIN 95-6093333 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,958 participants and $148,082,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Brick Masons' Pension Trust
- EIN
- 95-6093333
- Plan number
- 001
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 1,958
- End-of-year plan assets
- $148,082,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,958 | H, C | 20250217183359NAL0002471121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,082,252
- Total liabilities (EOY)
- $91,972
- Net assets (EOY)
- $147,990,280
- Net assets (BOY)
- $145,505,153
Income & contributions
- Employer contributions
- $4,233,455
- Total contributions
- $4,233,455
- Total income / additions
- $15,427,541
Expenses & distributions
- Benefits paid
- $12,023,700
- Administrative expenses
- $918,714
- Total expenses
- $12,942,414
- Net increase / (decrease)
- $2,485,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $239,174 | not reported in the loaded dataset | 2023 |
| Rreef | NONE | $80,508 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $64,671 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $62,614 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $56,667 | not reported in the loaded dataset | 2023 |
| Lsv Emerging Markets | NONE | $52,140 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $48,893 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $47,096 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $46,459 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $43,180 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $32,521 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $26,667 | $0 | 2023 |
| Fiduciary Trust Int'L Of The South | NONE | $18,974 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $8,231 | not reported in the loaded dataset | 2023 |
| Jams, Inc. | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Brick Masons' Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys, Inc. — Schedule C compensation
- Rreef — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Lsv Emerging Markets — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Ullico — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Blackrock — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Fiduciary Trust Int'L Of The South — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Jams, Inc. — Schedule C compensation