Plan Snapshot
- Plan Sponsor: Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund
- Sponsor EIN: 516135291
- Sponsor Address: 66-05 WOODHAVEN BOULEVARD, REGO PARK, NY, 113745227
- Plan Type: DB
- Total Participants: 917
- Total Assets: $266.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 917 | $266.7M | $10.3M | $0 |
| 2023 | 852 | $242.5M | $11.9M | $0 |
| 2022 | 903 | $218.5M | $10.3M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| J. CANO | Other Service Provider | $157,285 | — | $157,285 |
| P. SMYTH | Other Service Provider | $153,262 | — | $153,262 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $110,645 | — | $110,645 |
| R. SANTORO NAVARRO | Other Service Provider | $101,604 | — | $101,604 |
| V. LETTMAN | Other Service Provider | $89,301 | — | $89,301 |
| I. WEITZ | Other Service Provider | $84,550 | — | $84,550 |
| A. GARCIA | Other Service Provider | $80,292 | — | $80,292 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $73,000 | — | $73,000 |
| QUANVEST CONSULTANTS | Other Service Provider | $72,552 | — | $72,552 |
| P. ESPOSITO | Other Service Provider | $71,540 | — | $71,540 |
| L. PESIRI | Other Service Provider | $71,073 | — | $71,073 |
| A. STOKES | Other Service Provider | $67,191 | — | $67,191 |
| DOAR RIECK DEVITA KALEY & MACK | ERISA Attorney | $54,249 | — | $54,249 |
| INVESCO TRUST COMPANY | Other Service Provider | $53,644 | — | $53,644 |
| FUIMAN MOGILA LLP | Other Service Provider | $50,814 | — | $50,814 |
| Y. FELICIANO | Other Service Provider | $48,045 | — | $48,045 |
| A. TUROWSKA | Other Service Provider | $47,298 | — | $47,298 |
| K. CABRERA | Other Service Provider | $46,277 | — | $46,277 |
| J. DESARIO | Other Service Provider | $42,762 | — | $42,762 |
| VOYA INVESTMENT MANAGEMENT | Other Service Provider | $35,641 | $1,955 | $37,596 |
| JPMORGAN CHASE BANK N.A. | Recordkeeper | $35,827 | — | $35,827 |
| CUNNINGHAM & CUNNINGHAM LLP | Other Service Provider | $29,708 | — | $29,708 |
| DATA SURGE SOLUTIONS OF NY INC | Other Service Provider | $27,509 | — | $27,509 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $16,167 | — | $16,167 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — Auditor
- JPMORGAN CHASE BANK N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,622,191
- Estimated Expense Ratio: 0.608% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,114,134 | $197,664 | — | $59,325 | — |
| 2023 | $1,075,215 | $195,890 | — | $57,250 | — |
| 2022 | $1,273,229 | $220,574 | — | — | $473,801 |