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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | Auditor | $59,325 | — | $59,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,325
- Estimated Expense Ratio: 0.022% 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 |